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

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return