SGI
EE icon

Summit Global Investments’s Excelerate Energy EE Stock Holding History

Summit Global Investments’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
-11,256
Closed -$316K – 496
2025
Q4 		$316K Sell
11,256
-1,717
-13% -$46.5K 0.02% 406
2025
Q3 		$327K Buy
12,973
+406
+3% +$10.1K 0.02% 384
2025
Q2 		$368K Sell
12,567
-6,427
-34% -$180K 0.02% 357
2025
Q1 		$545K Buy
18,994
+6,620
+53% +$198K 0.04% 275
2024
Q4 		$374K Buy
+12,374
New +$335K 0.02% 415
2023
Q4 		– Sell
-14,500
Closed -$247K – 535
2023
Q3 		$247K Hold
14,500
– – 0.02% 455
2023
Q2 		$295K Buy
+14,500
New +$303K 0.02% 429

Other funds holding EE

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return