Simplex Trading’s Excelerate Energy EE Stock Holding History

Simplex Trading’s Portfolio EE Stock Details EE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-300	Closed	-$10K	–	9528
2026 Q1	$10K	Buy	+300	New	+$10.8K	﹤0.01%	7357
2025 Q4	–	Sell	-500	Closed	-$12K	–	8902
2025 Q3	$12K	Sell	500 -4,400	-90%	-$110K	﹤0.01%	7745
2025 Q2	$143K	Buy	+4,900	New	+$137K	﹤0.01%	4864
2024 Q4	–	Sell	-15,400	Closed	-$338K	–	8751
2024 Q3	$338K	Sell	15,400 -3,300	-18%	-$64K	﹤0.01%	4010
2024 Q2	$344K	Buy	18,700 +13,900	+290%	+$239K	﹤0.01%	4069
2024 Q1	$76K	Sell	4,800 -400	-8%	-$6K	﹤0.01%	5868
2023 Q4	$80K	Buy	5,200 +4,200	+420%	+$67.5K	﹤0.01%	5605
2023 Q3	$17K	Sell	1,000 -3,800	-79%	-$74.2K	﹤0.01%	6754
2023 Q2	$97K	Sell	4,800 -200	-4%	-$4.18K	﹤0.01%	5118
2023 Q1	$110K	Sell	5,000 -1,900	-28%	-$42.2K	﹤0.01%	5045
2022 Q4	$172K	Buy	6,900 +3,300	+92%	+$86.6K	﹤0.01%	4406
2022 Q3	$84K	Buy	3,600 +2,300	+177%	+$54.5K	﹤0.01%	5754
2022 Q2	$25K	Buy	+1,300	New	+$33K	﹤0.01%	7324

Other funds holding EE

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Simplex Trading's EE Position: Q2 2026 in Review

Simplex Trading increased its Excelerate Energy (EE) stake by 910% in Q2 2026, buying an estimated $16.3K and bringing the position to 525 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #7113.

Simplex Trading first reported a position in EE in Q2 2022 and has held it in 11 quarters since. The position peaked at $93K in Q2 2025. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

Simplex Trading held 525 shares of Excelerate Energy worth $19.9K as of Q2 2026.
Simplex Trading bought 473 Excelerate Energy shares in Q2 2026, an estimated $16.3K.
Excelerate Energy made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7113 holding.
Simplex Trading first reported a position in Excelerate Energy in Q2 2022 and has held it in 11 quarters since.
Simplex Trading's Excelerate Energy position peaked at $93K in Q2 2025.
222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.