Universal-Beteiligungs- und Servicegesellschaft
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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
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 $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

Universal-Beteiligungs- und Servicegesellschaft's EE Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Excelerate Energy (EE) stake by 30% in Q1 2026, selling an estimated $658K and leaving 43,676 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in EE in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.2M in Q2 2025. 219 funds tracked by Wall St. Rank hold EE as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 43,676 shares of Excelerate Energy worth $1.46M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 18,352 Excelerate Energy shares in Q1 2026, an estimated $658K.
  • Excelerate Energy made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #1369 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Excelerate Energy in Q2 2025 and has held it in 4 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Excelerate Energy position peaked at $2.2M in Q2 2025.
  • 219 funds tracked by Wall St. Rank held Excelerate Energy as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.