Wells Fargo

Wells Fargo’s Excelerate Energy EE Stock Holding History

Wells Fargo’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	$770K	Sell	23,049 -17,845	-44%	-$640K	﹤0.01%	3898
2025 Q4	$1.15M	Buy	40,894 +16,688	+69%	+$452K	﹤0.01%	3859
2025 Q3	$610K	Buy	24,206 +1,629	+7%	+$40.7K	﹤0.01%	4153
2025 Q2	$662K	Buy	22,577 +6,701	+42%	+$188K	﹤0.01%	3956
2025 Q1	$455K	Sell	15,876 -5,417	-25%	-$162K	﹤0.01%	4163
2024 Q4	$644K	Buy	21,293 +113	+0.5%	+$3.06K	﹤0.01%	4011
2024 Q3	$466K	Sell	21,180 -53	-0.2%	-$1.03K	﹤0.01%	4037
2024 Q2	$392K	Buy	21,233 +750	+4%	+$12.9K	﹤0.01%	4065
2024 Q1	$328K	Buy	20,483 +548	+3%	+$8.21K	﹤0.01%	4166
2023 Q4	$308K	Buy	19,935 +949	+5%	+$15.3K	﹤0.01%	4198
2023 Q3	$324K	Sell	18,986 -2,648	-12%	-$51.7K	﹤0.01%	4041
2023 Q2	$440K	Buy	21,634 +6,088	+39%	+$127K	﹤0.01%	4041
2023 Q1	$344K	Sell	15,546 -21,518	-58%	-$478K	﹤0.01%	4091
2022 Q4	$928K	Buy	37,064 +7,850	+27%	+$206K	﹤0.01%	3287
2022 Q3	$684K	Buy	29,214 +20,426	+232%	+$484K	﹤0.01%	3485
2022 Q2	$176K	Buy	+8,788	New	+$223K	﹤0.01%	4350

Other funds holding EE

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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