UBS AM
EE icon

UBS AM’s Excelerate Energy EE Stock Holding History

UBS AM’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
Q1 		$1.38M Buy
41,301
+5,383
+15% +$193K ﹤0.01% 2203
2025
Q4 		$1.01M Buy
35,918
+1,569
+5% +$42.5K ﹤0.01% 2132
2025
Q3 		$865K Sell
34,349
-34,681
-50% -$866K ﹤0.01% 2053
2025
Q2 		$2.02M Buy
69,030
+32,488
+89% +$912K ﹤0.01% 2134
2025
Q1 		$1.05M Buy
36,542
+23,852
+188% +$713K ﹤0.01% 2283
2024
Q4 		$384K Buy
12,690
+149
+1% +$4.03K ﹤0.01% 2591
2024
Q3 		$276K Sell
12,541
-4,954
-28% -$96K ﹤0.01% 2739
2024
Q2 		$323K Buy
+17,495
New +$301K ﹤0.01% 2713

Other funds holding EE

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return