Y-Intercept (HK)’s Excelerate Energy EE Stock Holding History

Y-Intercept (HK)’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	-62,018	Closed	-$2.07M	–	1826
2026 Q1	$2.07M	Buy	62,018 +35,078	+130%	+$1.26M	0.04%	692
2025 Q4	$756K	Buy	+26,940	New	+$729K	0.02%	1101
2024 Q1	–	Sell	-21,135	Closed	-$327K	–	1462
2023 Q4	$327K	Buy	21,135 +1,237	+6%	+$19.9K	0.03%	782
2023 Q3	$339K	Buy	+19,898	New	+$388K	0.03%	716

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

Y-Intercept (HK)'s EE Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Excelerate Energy (EE) in Q2 2026, closing a stake of 62,018 shares — an estimated $2.07M sold.

Y-Intercept (HK) first reported a position in EE in Q3 2023 and held it in 4 quarters. The position peaked at $2.07M in Q1 2026. 222 funds tracked by Wall St. Rank hold EE as of Q2 2026.

Y-Intercept (HK) reported no remaining Excelerate Energy position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 62,018 Excelerate Energy shares in Q2 2026, an estimated $2.07M.
Y-Intercept (HK) first reported a position in Excelerate Energy in Q3 2023 and held it in 4 quarters.
Y-Intercept (HK)'s Excelerate Energy position peaked at $2.07M in Q1 2026.
222 funds tracked by Wall St. Rank held Excelerate Energy as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.