TPCW
EE icon

TD Private Client Wealth’s Excelerate Energy EE Stock Holding History

TD Private Client Wealth’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 		$4.18K Buy
110
+34
+45% +$1.17K ﹤0.01% 1243
2026
Q1 		$2.54K Buy
+76
New +$2.73K ﹤0.01% 1273

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

TD Private Client Wealth's EE Position: Q2 2026 in Review

TD Private Client Wealth increased its Excelerate Energy (EE) stake by 45% in Q2 2026, buying an estimated $1.17K and bringing the position to 110 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

TD Private Client Wealth first reported a position in EE in Q1 2026 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • TD Private Client Wealth held 110 shares of Excelerate Energy worth $4.18K as of Q2 2026.
  • TD Private Client Wealth bought 34 Excelerate Energy shares in Q2 2026, an estimated $1.17K.
  • Excelerate Energy made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1243 holding.
  • TD Private Client Wealth first reported a position in Excelerate Energy in Q1 2026 and has held it in 2 quarters since.
  • 222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.