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
Q2 		$1.83M Buy
48,266
+6,965
+17% +$240K ﹤0.01% 2086
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 $1.04B AUM 36.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Vanguard Capital Management
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

UBS AM's EE Position: Q2 2026 in Review

UBS AM increased its Excelerate Energy (EE) stake by 17% in Q2 2026, buying an estimated $240K and bringing the position to 48,266 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

UBS AM first reported a position in EE in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.02M in Q2 2025. 221 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • UBS AM held 48,266 shares of Excelerate Energy worth $1.83M as of Q2 2026.
  • UBS AM bought 6,965 Excelerate Energy shares in Q2 2026, an estimated $240K.
  • Excelerate Energy made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2086 holding.
  • UBS AM first reported a position in Excelerate Energy in Q2 2024 and has held it in 9 quarters since.
  • UBS AM's Excelerate Energy position peaked at $2.02M in Q2 2025.
  • 221 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.