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Whipplewood Advisors’s Excelerate Energy EE Stock Holding History

Whipplewood Advisors’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 		– Sell
-38
Closed -$1.27K – 770
2026
Q1 		$1.27K Buy
+38
New +$1.36K ﹤0.01% 852
2025
Q3 		– Sell
-38
Closed -$1.11K – 559
2025
Q2 		$1.11K Sell
38
-95
-71% -$2.67K ﹤0.01% 999
2025
Q1 		$1.09K Buy
133
+95
+250% +$2.84K ﹤0.01% 1011
2024
Q4 		$1.15K Buy
+38
New +$1.03K ﹤0.01% 995

Other funds holding EE

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Whipplewood Advisors's EE Position: Q2 2026 in Review

Whipplewood Advisors sold out of Excelerate Energy (EE) in Q2 2026, closing a stake of 38 shares — an estimated $1.27K sold.

Whipplewood Advisors first reported a position in EE in Q4 2024 and held it in 4 quarters. The position peaked at $1.27K in Q1 2026. 221 funds tracked by Wall St. Rank hold EE as of Q2 2026.

  • Whipplewood Advisors reported no remaining Excelerate Energy position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 38 Excelerate Energy shares in Q2 2026, an estimated $1.27K.
  • Whipplewood Advisors first reported a position in Excelerate Energy in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Excelerate Energy position peaked at $1.27K in Q1 2026.
  • 221 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.