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Steve Schonfeld’s Excelerate Energy EE Stock Holding History

Steve Schonfeld’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
-21,259
Closed -$710K – 2708
2026
Q1 		$710K Buy
+21,259
New +$762K 0.01% 1245
2025
Q3 		– Sell
-9,070
Closed -$266K – 2293
2025
Q2 		$266K Buy
+9,070
New +$254K ﹤0.01% 1724
2023
Q1 		– Sell
-17,200
Closed -$431K – 2219
2022
Q4 		$431K Buy
+17,200
New +$451K ﹤0.01% 1609

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
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

Steve Schonfeld's EE Position: Q2 2026 in Review

Steve Schonfeld sold out of Excelerate Energy (EE) in Q2 2026, closing a stake of 21,259 shares — an estimated $710K sold.

Steve Schonfeld first reported a position in EE in Q4 2022 and held it in 3 quarters. The position peaked at $710K in Q1 2026. 221 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Steve Schonfeld reported no remaining Excelerate Energy position as of Q2 2026 after selling out during the quarter.
  • Steve Schonfeld sold 21,259 Excelerate Energy shares in Q2 2026, an estimated $710K.
  • Steve Schonfeld first reported a position in Excelerate Energy in Q4 2022 and held it in 3 quarters.
  • Steve Schonfeld's Excelerate Energy position peaked at $710K in Q1 2026.
  • 221 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.