Smartleaf Asset Management’s Excelerate Energy EE Stock Holding History

Smartleaf Asset 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 Q2	$27.7K	Hold	747	–	–	﹤0.01%	1837
2026 Q1	$24.9K	Buy	747 +326	+77%	+$11.7K	﹤0.01%	1825
2025 Q4	$11.8K	Buy	421 +263	+166%	+$7.12K	﹤0.01%	2319
2025 Q3	$3.93K	Buy	158 +81	+105%	+$2.02K	﹤0.01%	2453
2025 Q2	$2.27K	Buy	77 +68	+756%	+$1.91K	﹤0.01%	2301
2025 Q1	$251	Sell	9 -128	-93%	-$3.83K	﹤0.01%	2772
2024 Q4	$4.13K	Buy	137 +35	+34%	+$948	﹤0.01%	2317
2024 Q3	$2.25K	Hold	102	–	–	﹤0.01%	2435
2024 Q2	$1.87K	Buy	+102	New	+$1.75K	﹤0.01%	2252

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

Smartleaf Asset Management's EE Position: Q2 2026 in Review

Smartleaf Asset Management held its Excelerate Energy (EE) position steady in Q2 2026 at 747 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

Smartleaf Asset Management first reported a position in EE in Q2 2024 and has held it in 9 quarters since. 221 funds tracked by Wall St. Rank hold EE as of Q2 2026.

Smartleaf Asset Management held 747 shares of Excelerate Energy worth $27.7K as of Q2 2026.
Smartleaf Asset Management left its Excelerate Energy share count unchanged in Q2 2026.
Excelerate Energy made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1837 holding.
Smartleaf Asset Management first reported a position in Excelerate Energy in Q2 2024 and has held it in 9 quarters since.
221 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.