Wolff Wiese Magana’s Excelerate Energy EE Stock Holding History

Wolff Wiese Magana’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
2023 Q4	–	Sell	-500	Closed	-$8.52K	–	762
2023 Q3	$8.52K	Buy	+500	New	+$9.76K	0.01%	369

Other funds holding EE

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TCA

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

SCM

SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Wolff Wiese Magana's EE Position: Q4 2023 in Review

Wolff Wiese Magana sold out of Excelerate Energy (EE) in Q4 2023, closing a stake of 500 shares — an estimated $8.52K sold.

Wolff Wiese Magana first reported a position in EE in Q3 2023 and held it in 1 quarter. The position peaked at $8.52K in Q3 2023. 117 funds tracked by Wall St. Rank hold EE as of Q4 2023.

Wolff Wiese Magana reported no remaining Excelerate Energy position as of Q4 2023 after selling out during the quarter.
Wolff Wiese Magana sold 500 Excelerate Energy shares in Q4 2023, an estimated $8.52K.
Wolff Wiese Magana first reported a position in Excelerate Energy in Q3 2023 and held it in 1 quarter.
Wolff Wiese Magana's Excelerate Energy position peaked at $8.52K in Q3 2023.
117 funds tracked by Wall St. Rank held Excelerate Energy as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.