ZIM
EE icon

Zacks Investment Management’s Excelerate Energy EE Stock Holding History

Zacks Investment Management’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 		– Sell
-11,974
Closed -$336K – 739
2025
Q4 		$336K Hold
11,974
– – ﹤0.01% 565
2025
Q3 		$302K Sell
11,974
-68
-0.6% -$1.7K ﹤0.01% 573
2025
Q2 		$353K Hold
12,042
– – ﹤0.01% 529
2025
Q1 		$345K Sell
12,042
-1,544
-11% -$46.2K ﹤0.01% 526
2024
Q4 		$411K Buy
+13,586
New +$368K ﹤0.01% 508
2024
Q3 		– Sell
-30,978
Closed -$571K – 703
2024
Q2 		$571K Buy
+30,978
New +$532K 0.01% 424
2023
Q3 		– Sell
-19,865
Closed -$404K – 636
2023
Q2 		$404K Buy
+19,865
New +$415K 0.01% 486

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 $4.34B AUM 17.52% 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
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Zacks Investment Management's EE Position: Q1 2026 in Review

Zacks Investment Management sold out of Excelerate Energy (EE) in Q1 2026, closing a stake of 11,974 shares — an estimated $336K sold.

Zacks Investment Management first reported a position in EE in Q2 2023 and held it in 7 quarters. The position peaked at $571K in Q2 2024. 219 funds tracked by Wall St. Rank hold EE as of Q1 2026.

  • Zacks Investment Management reported no remaining Excelerate Energy position as of Q1 2026 after selling out during the quarter.
  • Zacks Investment Management sold 11,974 Excelerate Energy shares in Q1 2026, an estimated $336K.
  • Zacks Investment Management first reported a position in Excelerate Energy in Q2 2023 and held it in 7 quarters.
  • Zacks Investment Management's Excelerate Energy position peaked at $571K in Q2 2024.
  • 219 funds tracked by Wall St. Rank held Excelerate Energy as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.