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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
Q2 		$2.73K 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

KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Trium Capital's EE Position: Q2 2026 in Review

Trium Capital increased its Excelerate Energy (EE) stake by 100% in Q2 2026, buying an estimated $1.24K and bringing the position to 72 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #47.

Trium Capital first reported a position in EE in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Trium Capital held 72 shares of Excelerate Energy worth $2.73K as of Q2 2026.
  • Trium Capital bought 36 Excelerate Energy shares in Q2 2026, an estimated $1.24K.
  • Excelerate Energy made up ﹤0.01% of Trium Capital's portfolio in Q2 2026, its #47 holding.
  • Trium Capital first reported a position in Excelerate Energy in Q1 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Trium Capital's 13F filing for Q2 2026, filed 16 Jul 2026.