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Excelerate Energy

177 hedge funds and large institutions have $682M invested in Excelerate Energy in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,359% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $54K

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

10% more funds holding

Funds holding: 161177 (+16)

1.55% more ownership

Funds ownership: 98.14%99.7% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 63

5% less capital invested

Capital invested by funds: $720M → $682M (-$37.8M)

Holders
177
Holders Change
+16
Holders Change %
+9.94%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
60
Reduced
63
Closed
14
Calls
$1.33M
Puts
$54K
Net Calls
+$1.27M
Net Calls Change
-$129K
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
26
VOYA Investment Management
Georgia
$4.65M -$2.27M -75,984 -32%
Northern Trust
27
Northern Trust
Illinois
$4.19M -$417K -13,957 -9%
Charles Schwab
28
Charles Schwab
California
$3.83M -$88.5K -2,959 -2%
HIM
29
Hillsdale Investment Management
Ontario, Canada
$3.71M +$3.86M +129,200 New
Bank of America
30
Bank of America
North Carolina
$3.47M +$2.32M +77,500 +178%
JP Morgan Chase
31
JP Morgan Chase
New York
$3.31M +$263K +8,786 +8%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$3.06M -$81.2K -2,714 -2%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$3.04M +$2.36M +78,811 +292%
CSS
34
Cubist Systematic Strategies
Connecticut
$2.89M +$3.01M +100,623 New
Prudential Financial
35
Prudential Financial
New Jersey
$2.86M +$2.73M +91,150 +1,056%
AG
36
Algert Global
California
$2.77M +$74.2K +2,480 +3%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$2.75M +$2.87M +95,969 New
VFM
38
Viking Fund Management
North Dakota
$2.58M -$299K -10,000 -10%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$2.06M +$1.32M +43,995 +158%
Deutsche Bank
40
Deutsche Bank
Germany
$1.98M +$1.48M +49,531 +254%
DZ Bank
41
DZ Bank
Germany
$1.92M -$1.95M -65,154 -49%
Jane Street
42
Jane Street
New York
$1.82M +$1.09M +36,354 +134%
Pacer Advisors
43
Pacer Advisors
Pennsylvania
$1.79M +$457K +15,288 +32%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.77M +$692K +23,136 +60%
MAM
45
Martingale Asset Management
Massachusetts
$1.71M +$253K +8,446 +17%
Raymond James Financial
46
Raymond James Financial
Florida
$1.7M -$3.67M -122,752 -67%
First Trust Advisors
47
First Trust Advisors
Illinois
$1.65M +$67.4K +2,252 +4%
Marshall Wace
48
Marshall Wace
United Kingdom
$1.58M -$2.54M -84,928 -61%
Teacher Retirement System of Texas
49
Teacher Retirement System of Texas
Texas
$1.42M -$899K -30,064 -38%
JCIA
50
Jackson Creek Investment Advisors
Colorado
$1.4M +$1.46M +48,808 New

EE Hedge Fund Activity: Q1 2025 in Review

177 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Excelerate Energy (EE) for Q1 2025, worth a combined $682M — down 5.2% from $720M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EE positions and 14 closed out — a net gain of 16 holders — while 60 added to existing stakes and 63 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $4.1M. The largest seller was UBS Group, cutting an estimated $7.68M.

  • 177 institutional investors held Excelerate Energy (EE) as of Q1 2025, up from 161 in Q4 2024.
  • Funds reported $682M of Excelerate Energy stock for Q1 2025, down 5.2% quarter-over-quarter.
  • 30 funds opened new Excelerate Energy positions in Q1 2025 and 14 closed out, a net change of +16 holders.
  • The largest Excelerate Energy buyer in Q1 2025 was Russell Investments Group, an estimated $4.1M added.
  • The largest Excelerate Energy seller in Q1 2025 was UBS Group, an estimated $7.68M sold.

Based on aggregated 13F filings for Q1 2025.