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Sourcerock Group’s Excelerate Energy EE Stock Holding History

Sourcerock Group’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
-388,200
Closed -$10.9M – 46
2025
Q4 		$10.9M Buy
388,200
+12,966
+3% +$351K 0.61% 27
2025
Q3 		$9.45M Buy
375,234
+335,234
+838% +$8.37M 0.64% 28
2025
Q2 		$1.17M Buy
+40,000
New +$1.12M 0.06% 39

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

Sourcerock Group's EE Position: Q1 2026 in Review

Sourcerock Group sold out of Excelerate Energy (EE) in Q1 2026, closing a stake of 388,200 shares — an estimated $10.9M sold.

Sourcerock Group first reported a position in EE in Q2 2025 and held it in 3 quarters. The position peaked at $10.9M in Q4 2025. 219 funds tracked by Wall St. Rank hold EE as of Q1 2026.

  • Sourcerock Group reported no remaining Excelerate Energy position as of Q1 2026 after selling out during the quarter.
  • Sourcerock Group sold 388,200 Excelerate Energy shares in Q1 2026, an estimated $10.9M.
  • Sourcerock Group first reported a position in Excelerate Energy in Q2 2025 and held it in 3 quarters.
  • Sourcerock Group's Excelerate Energy position peaked at $10.9M in Q4 2025.
  • 219 funds tracked by Wall St. Rank held Excelerate Energy as of Q1 2026.

Based on Sourcerock Group's 13F filing for Q1 2026, filed 15 May 2026.