Universal-Beteiligungs- und Servicegesellschaft’s Excelerate Energy EE Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$1.53M	Sell	40,235 -3,441	-8%	-$119K	﹤0.01%	1398
2026 Q1	$1.46M	Sell	43,676 -18,352	-30%	-$658K	﹤0.01%	1369
2025 Q4	$1.74M	Sell	62,028 -1,478	-2%	-$40K	﹤0.01%	1303
2025 Q3	$1.6M	Sell	63,506 -11,398	-15%	-$285K	﹤0.01%	1382
2025 Q2	$2.2M	Buy	+74,904	New	+$2.1M	﹤0.01%	1199

Other funds holding EE

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

Universal-Beteiligungs- und Servicegesellschaft's EE Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Excelerate Energy (EE) stake by 7.9% in Q2 2026, selling an estimated $119K and leaving 40,235 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in EE in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.2M in Q2 2025. 221 funds tracked by Wall St. Rank hold EE as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 40,235 shares of Excelerate Energy worth $1.53M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 3,441 Excelerate Energy shares in Q2 2026, an estimated $119K.
Excelerate Energy made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1398 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Excelerate Energy in Q2 2025 and has held it in 5 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's Excelerate Energy position peaked at $2.2M in Q2 2025.
221 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.