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SIR Capital Management’s Excelerate Energy EE Stock Holding History

SIR Capital Management’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
Q1 		– Sell
-86,035
Closed -$2.41M – 97
2025
Q4 		$2.41M Sell
86,035
-315,593
-79% -$8.54M 0.27% 65
2025
Q3 		$10.1M Sell
401,628
-10,463
-3% -$261K 0.91% 37
2025
Q2 		$12.1M Buy
412,091
+369,227
+861% +$10.4M 1.08% 26
2025
Q1 		$1.23M Buy
+42,864
New +$1.28M 0.11% 67
2024
Q4 		– Sell
-278,046
Closed -$6.12M – 78
2024
Q3 		$6.12M Sell
278,046
-84,914
-23% -$1.65M 0.6% 47
2024
Q2 		$6.69M Sell
362,960
-292,682
-45% -$5.03M 0.67% 51
2024
Q1 		$10.5M Buy
655,642
+11,631
+2% +$174K 1.06% 36
2023
Q4 		$9.96M Buy
644,011
+162,300
+34% +$2.61M 1.02% 34
2023
Q3 		$8.21M Buy
481,711
+11,120
+2% +$217K 0.97% 36
2023
Q2 		$9.57M Sell
470,591
-201,198
-30% -$4.2M 1.05% 33
2023
Q1 		$14.9M Buy
671,789
+414,999
+162% +$9.22M 1.59% 19
2022
Q4 		$6.43M Sell
256,790
-204,384
-44% -$5.36M 0.68% 39
2022
Q3 		$10.8M Sell
461,174
-28,559
-6% -$677K 1.82% 22
2022
Q2 		$9.76M Buy
+489,733
New +$12.4M 1.34% 25

Other funds holding EE

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
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
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

SIR Capital Management's EE Position: Q1 2026 in Review

SIR Capital Management sold out of Excelerate Energy (EE) in Q1 2026, closing a stake of 86,035 shares — an estimated $2.41M sold.

SIR Capital Management first reported a position in EE in Q2 2022 and held it in 14 quarters. The position peaked at $14.9M in Q1 2023. 219 funds tracked by Wall St. Rank hold EE as of Q1 2026.

  • SIR Capital Management reported no remaining Excelerate Energy position as of Q1 2026 after selling out during the quarter.
  • SIR Capital Management sold 86,035 Excelerate Energy shares in Q1 2026, an estimated $2.41M.
  • SIR Capital Management first reported a position in Excelerate Energy in Q2 2022 and held it in 14 quarters.
  • SIR Capital Management's Excelerate Energy position peaked at $14.9M in Q1 2023.
  • 219 funds tracked by Wall St. Rank held Excelerate Energy as of Q1 2026.

Based on SIR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.