Wellington Management Group
EE icon

Wellington Management Group’s Excelerate Energy EE Stock Holding History

Wellington Management 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 		$127M Buy
3,339,759
+705,587
+27% +$24.3M 0.02% 489
2026
Q1 		$88M Sell
2,634,172
-973,010
-27% -$34.9M 0.02% 576
2025
Q4 		$101M Buy
3,607,182
+719,148
+25% +$19.5M 0.02% 546
2025
Q3 		$72.7M Buy
2,888,034
+433,010
+18% +$10.8M 0.01% 633
2025
Q2 		$72M Buy
2,455,024
+2,229,625
+989% +$62.6M 0.01% 605
2025
Q1 		$6.46M Buy
225,399
+29,672
+15% +$887K ﹤0.01% 1316
2024
Q4 		$5.92M Buy
+195,727
New +$5.3M ﹤0.01% 1310

Other funds holding EE

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 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
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Wellington Management Group's EE Position: Q2 2026 in Review

Wellington Management Group increased its Excelerate Energy (EE) stake by 27% in Q2 2026, buying an estimated $24.3M and bringing the position to 3,339,759 shares worth $127M. The position accounts for 0.02% of the portfolio, ranked #489.

Wellington Management Group first reported a position in EE in Q4 2024 and has held it in 7 quarters since. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Wellington Management Group held 3,339,759 shares of Excelerate Energy worth $127M as of Q2 2026.
  • Wellington Management Group bought 705,587 Excelerate Energy shares in Q2 2026, an estimated $24.3M.
  • Excelerate Energy made up 0.02% of Wellington Management Group's portfolio in Q2 2026, its #489 holding.
  • Wellington Management Group first reported a position in Excelerate Energy in Q4 2024 and has held it in 7 quarters since.
  • 222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.