UBS Group
EE icon

UBS Group’s Excelerate Energy EE Stock Holding History

UBS Group’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 		$5.18M Sell
155,139
-260,943
-63% -$9.36M ﹤0.01% 4050
2025
Q4 		$11.7M Buy
416,082
+183,664
+79% +$4.97M ﹤0.01% 3135
2025
Q3 		$5.85M Sell
232,418
-159,738
-41% -$3.99M ﹤0.01% 3876
2025
Q2 		$11.5M Buy
392,156
+174,917
+81% +$4.91M ﹤0.01% 2940
2025
Q1 		$6.23M Sell
217,239
-256,694
-54% -$7.68M ﹤0.01% 3556
2024
Q4 		$14.3M Buy
473,933
+463,240
+4,332% +$12.5M ﹤0.01% 2685
2024
Q3 		$235K Buy
10,693
+3,029
+40% +$58.7K ﹤0.01% 5753
2024
Q2 		$141K Sell
7,664
-34,581
-82% -$594K ﹤0.01% 5916
2024
Q1 		$677K Buy
42,245
+19,103
+83% +$286K ﹤0.01% 4945
2023
Q4 		$358K Buy
23,142
+22,696
+5,089% +$365K ﹤0.01% 5366
2023
Q3 		$7.6K Sell
446
-6,615
-94% -$129K ﹤0.01% 7221
2023
Q2 		$144K Buy
7,061
+762
+12% +$15.9K ﹤0.01% 5722
2023
Q1 		$139K Sell
6,299
-21,581
-77% -$480K ﹤0.01% 5657
2022
Q4 		$698K Buy
+27,880
New +$732K ﹤0.01% 4396

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