Tortoise Capital Advisors’s Excelerate Energy EE Stock Holding History

Tortoise Capital Advisors’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	$44.3M	Sell	1,166,178 -16,969	-1%	-$584K	0.45%	34
2026 Q1	$39.5M	Buy	1,183,147 +17,684	+2%	+$634K	0.41%	32
2025 Q4	$32.7M	Sell	1,165,463 -47,429	-4%	-$1.28M	0.42%	29
2025 Q3	$30.6M	Buy	1,212,892 +3,057	+0.3%	+$76.3K	0.39%	30
2025 Q2	$35.5M	Buy	1,209,835 +463,353	+62%	+$13M	0.46%	26
2025 Q1	$21.4M	Sell	746,482 -9,638	-1%	-$288K	0.26%	30
2024 Q4	$22.9M	Sell	756,120 -37,069	-5%	-$1M	0.29%	31
2024 Q3	$17.5M	Sell	793,189 -20,901	-3%	-$405K	0.22%	43
2024 Q2	$15M	Buy	814,090 +74,946	+10%	+$1.29M	0.2%	48
2024 Q1	$11.8M	Sell	739,144 -5,915	-0.8%	-$88.6K	0.17%	52
2023 Q4	$11.5M	Sell	745,059 -12,709	-2%	-$204K	0.18%	52
2023 Q3	$12.9M	Buy	757,768 +161,348	+27%	+$3.15M	0.2%	50
2023 Q2	$12.1M	Sell	596,420 -5,906	-1%	-$123K	0.18%	53
2023 Q1	$13.3M	Buy	602,326 +35,845	+6%	+$797K	0.2%	53
2022 Q4	$14.2M	Sell	566,481 -15,715	-3%	-$412K	0.21%	54
2022 Q3	$13.6M	Sell	582,196 -6,700	-1%	-$159K	0.22%	51
2022 Q2	$11.7M	Buy	+588,896	New	+$14.9M	0.18%	48

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

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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Tortoise Capital Advisors's EE Position: Q2 2026 in Review

Tortoise Capital Advisors reduced its Excelerate Energy (EE) stake by 1.4% in Q2 2026, selling an estimated $584K and leaving 1,166,178 shares worth $44.3M. The position accounts for 0.45% of the portfolio, ranked #34.

Tortoise Capital Advisors first reported a position in EE in Q2 2022 and has held it in 17 quarters since. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

Tortoise Capital Advisors held 1,166,178 shares of Excelerate Energy worth $44.3M as of Q2 2026.
Tortoise Capital Advisors sold 16,969 Excelerate Energy shares in Q2 2026, an estimated $584K.
Excelerate Energy made up 0.45% of Tortoise Capital Advisors's portfolio in Q2 2026, its #34 holding.
Tortoise Capital Advisors first reported a position in Excelerate Energy in Q2 2022 and has held it in 17 quarters since.
222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Tortoise Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.