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 $883M AUM 21.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return