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 $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 $4.34B AUM 17.52% 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

RIM

Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Summit Global Investments's EE Position: Q1 2026 in Review

Summit Global Investments sold out of Excelerate Energy (EE) in Q1 2026, closing a stake of 11,256 shares — an estimated $316K sold.

Summit Global Investments first reported a position in EE in Q2 2023 and held it in 7 quarters. The position peaked at $545K in Q1 2025. 219 funds tracked by Wall St. Rank hold EE as of Q1 2026.

Summit Global Investments reported no remaining Excelerate Energy position as of Q1 2026 after selling out during the quarter.
Summit Global Investments sold 11,256 Excelerate Energy shares in Q1 2026, an estimated $316K.
Summit Global Investments first reported a position in Excelerate Energy in Q2 2023 and held it in 7 quarters.
Summit Global Investments's Excelerate Energy position peaked at $545K in Q1 2025.
219 funds tracked by Wall St. Rank held Excelerate Energy as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.