Stifel Financial’s Excelerate Energy EE Stock Holding History

Stifel Financial’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	$2.97M	Buy	78,150 +11,388	+17%	+$392K	﹤0.01%	1775
2026 Q1	$2.23M	Sell	66,762 -1,897	-3%	-$68K	﹤0.01%	1877
2025 Q4	$1.93M	Buy	+68,659	New	+$1.86M	﹤0.01%	1964
2022 Q3	–	Sell	-21,258	Closed	-$423K	–	3311
2022 Q2	$423K	Buy	+21,258	New	+$540K	﹤0.01%	2565

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

Stifel Financial's EE Position: Q2 2026 in Review

Stifel Financial increased its Excelerate Energy (EE) stake by 17% in Q2 2026, buying an estimated $392K and bringing the position to 78,150 shares worth $2.97M. The position accounts for ﹤0.01% of the portfolio, ranked #1775.

Stifel Financial first reported a position in EE in Q2 2022 and has held it in 4 quarters since. 221 funds tracked by Wall St. Rank hold EE as of Q2 2026.

Stifel Financial held 78,150 shares of Excelerate Energy worth $2.97M as of Q2 2026.
Stifel Financial bought 11,388 Excelerate Energy shares in Q2 2026, an estimated $392K.
Excelerate Energy made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1775 holding.
Stifel Financial first reported a position in Excelerate Energy in Q2 2022 and has held it in 4 quarters since.
221 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.