Trium Capital
EE icon

Trium Capital’s Excelerate Energy EE Stock Holding History

Trium Capital’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
Q3 		$1.19K Sell
37
-35
-49% -$1.32K ﹤0.01% 51
2026
Q2 		$2.74K Buy
72
+36
+100% +$1.24K ﹤0.01% 47
2026
Q1 		$1.2K Buy
+36
New +$1.29K ﹤0.01% 50

Other funds holding EE

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Spirit of America Management Corp
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Trium Capital's EE Position: Q3 2026 in Review

Trium Capital reduced its Excelerate Energy (EE) stake by 49% in Q3 2026, selling an estimated $1.32K and leaving 37 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #51.

Trium Capital first reported a position in EE in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.74K in Q2 2026. 17 funds tracked by Wall St. Rank hold EE as of Q3 2026.

  • Trium Capital held 37 shares of Excelerate Energy worth $1.19K as of Q3 2026.
  • Trium Capital sold 35 Excelerate Energy shares in Q3 2026, an estimated $1.32K.
  • Excelerate Energy made up ﹤0.01% of Trium Capital's portfolio in Q3 2026, its #51 holding.
  • Trium Capital first reported a position in Excelerate Energy in Q1 2026 and has held it in 3 quarters since.
  • Trium Capital's Excelerate Energy position peaked at $2.74K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Excelerate Energy as of Q3 2026.

Based on Trium Capital's 13F filing for Q3 2026, filed 16 Oct 2026.