Wealth Enhancement Advisory Services’s Excelerate Energy EE Stock Holding History

Wealth Enhancement Advisory Services’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	$296K	Buy	+7,594	New	+$262K	﹤0.01%	3219

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

Wealth Enhancement Advisory Services's EE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Excelerate Energy (EE) in Q2 2026: 7,594 shares worth $296K. The stake represents ﹤0.01% of the portfolio and ranks #3219 among its holdings.

221 funds tracked by Wall St. Rank hold EE as of Q2 2026.

Wealth Enhancement Advisory Services held 7,594 shares of Excelerate Energy worth $296K as of Q2 2026.
Excelerate Energy was a new Wealth Enhancement Advisory Services position in Q2 2026.
Excelerate Energy made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3219 holding.
221 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.