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UMB Bank’s Excelerate Energy EE Stock Holding History

UMB Bank’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 		$6.65K Hold
175
– – ﹤0.01% 2034
2026
Q1 		$5.85K Sell
175
-75
-30% -$2.69K ﹤0.01% 2009
2025
Q4 		$7.01K Hold
250
– – ﹤0.01% 1936
2025
Q3 		$6.3K Hold
250
– – ﹤0.01% 1825
2025
Q2 		$7.33K Buy
+250
New +$7.01K ﹤0.01% 1705

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

UMB Bank's EE Position: Q2 2026 in Review

UMB Bank held its Excelerate Energy (EE) position steady in Q2 2026 at 175 shares worth $6.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

UMB Bank first reported a position in EE in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.33K in Q2 2025. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • UMB Bank held 175 shares of Excelerate Energy worth $6.65K as of Q2 2026.
  • UMB Bank left its Excelerate Energy share count unchanged in Q2 2026.
  • Excelerate Energy made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2034 holding.
  • UMB Bank first reported a position in Excelerate Energy in Q2 2025 and has held it in 5 quarters since.
  • UMB Bank's Excelerate Energy position peaked at $7.33K in Q2 2025.
  • 222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.