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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
GI
151
GAMMA Investing
California
$12.9K +$5.08K +170 +60%
HCA
152
Harbor Capital Advisors
Illinois
$9K +$9.21K +308 New
SCM
153
Sterling Capital Management
North Carolina
$8.17K -$503K -16,834 -98%
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$8K +$1.58K +53 +22%
Jones Financial Companies
155
Jones Financial Companies
Missouri
$6.1K
VCM
156
Versant Capital Management
Arizona
$5.82K
QCG
157
Quadrant Capital Group
Ohio
$4.76K +$4.96K +166 New
FHA
158
First Horizon Advisors
Tennessee
$3.61K +$2K +67 +114%
AF
159
Allworth Financial
California
$3.24K +$3.65K +122 New
EWA
160
EverSource Wealth Advisors
Alabama
$2.18K +$748 +25 +49%
TWD
161
True Wealth Design
Ohio
$1.18K +$1.23K +41 New
WA
162
Whipplewood Advisors
Colorado
$1.09K +$2.84K +95 +250%
Amundi
163
Amundi
France
$1.09K +$598 +20 +91%
CAL
164
Capital Advisors Ltd
Ohio
$1K
FNWA
165
Financial Network Wealth Advisors
Utah
$860 +$897 +30 New
CMBA
166
C.M. Bidwell & Associates
Hawaii
$574
PFBT
167
Parkside Financial Bank & Trust
Missouri
$574 +$598 +20 New
RWM
168
Rialto Wealth Management
New York
$517 +$538 +18 New
CIAM
169
Caitong International Asset Management
Hong Kong
$516 +$30 +1 +6%
LFG
170
Larson Financial Group
Missouri
$516 +$538 +18 New
CA
171
CoreCap Advisors
Michigan
$315 -$239 -8 -42%
RIL
172
Rothschild Investment LLC
Illinois
$287
SAM
173
Smartleaf Asset Management
Massachusetts
$251 -$3.83K -128 -93%
BIG
174
Brooklyn Investment Group
New York
$87 +$90 +3 New
FFA
175
Farther Finance Advisors
California
$80

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.