Tidal Investments’s Excelerate Energy EE Stock Holding History

Tidal 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
2025 Q1	–	Sell	-14,788	Closed	-$447K	–	1894
2024 Q4	$447K	Buy	+14,788	New	+$400K	﹤0.01%	1438
2024 Q3	–	Sell	-19,545	Closed	-$360K	–	1873
2024 Q2	$360K	Buy	+19,545	New	+$336K	﹤0.01%	1444

Other funds holding EE

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tidal Investments's EE Position: Q1 2025 in Review

Tidal Investments sold out of Excelerate Energy (EE) in Q1 2025, closing a stake of 14,788 shares — an estimated $447K sold.

Tidal Investments first reported a position in EE in Q2 2024 and held it in 2 quarters. The position peaked at $447K in Q4 2024. 177 funds tracked by Wall St. Rank hold EE as of Q1 2025.

Tidal Investments reported no remaining Excelerate Energy position as of Q1 2025 after selling out during the quarter.
Tidal Investments sold 14,788 Excelerate Energy shares in Q1 2025, an estimated $447K.
Tidal Investments first reported a position in Excelerate Energy in Q2 2024 and held it in 2 quarters.
Tidal Investments's Excelerate Energy position peaked at $447K in Q4 2024.
177 funds tracked by Wall St. Rank held Excelerate Energy as of Q1 2025.

Based on Tidal Investments's 13F filing for Q1 2025, filed 14 May 2025.