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
Q2 		$7.67M Buy
201,896
+46,757
+30% +$1.61M ﹤0.01% 3740
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 $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 Group's EE Position: Q2 2026 in Review

UBS Group increased its Excelerate Energy (EE) stake by 30% in Q2 2026, buying an estimated $1.61M and bringing the position to 201,896 shares worth $7.67M. The position accounts for ﹤0.01% of the portfolio, ranked #3740.

UBS Group first reported a position in EE in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.3M in Q4 2024. 221 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • UBS Group held 201,896 shares of Excelerate Energy worth $7.67M as of Q2 2026.
  • UBS Group bought 46,757 Excelerate Energy shares in Q2 2026, an estimated $1.61M.
  • Excelerate Energy made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3740 holding.
  • UBS Group first reported a position in Excelerate Energy in Q4 2022 and has held it in 15 quarters since.
  • UBS Group's Excelerate Energy position peaked at $14.3M in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

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