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Excelerate Energy
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Overview Fund Activity

175 hedge funds and large institutions have $681M invested in Excelerate Energy in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+14
Holders Change %
+8.7%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
31
Increased
59
Reduced
61
Closed
15
Calls
$1.33M
Puts
$54K
Net Calls
+$1.27M
Net Calls Change
-$129K

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
+$3.93M
2
HIM
Hillsdale Investment Management
Ontario, Canada
+$3.71M
3
CSS
Cubist Systematic Strategies
Connecticut
+$2.89M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.75M
5
Goldman Sachs
Goldman Sachs
New York
+$2.74M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$7.36M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.77M
3
Raymond James Financial
Raymond James Financial
Florida
-$3.52M
4
ACG
Aventail Capital Group
New York
-$3.03M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$2.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
151
Sterling Capital Management
North Carolina
$8.17K -$483K -16,834 -98%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$8K +$1.46K +53 +22%
Jones Financial Companies
153
Jones Financial Companies
Missouri
$6.1K – – –
VCM
154
Versant Capital Management
Arizona
$5.82K – – –
QCG
155
Quadrant Capital Group
Ohio
$4.76K +$4.76K +166 New
FHA
156
First Horizon Advisors
Tennessee
$3.61K +$1.92K +67 +114%
AF
157
Allworth Financial
California
$3.24K +$3.24K +122 New
EWA
158
EverSource Wealth Advisors
Alabama
$2.18K +$717 +25 +49%
TWD
159
True Wealth Design
Ohio
$1.18K +$1.18K +41 New
WA
160
Whipplewood Advisors
Colorado
$1.09K +$779 +95 +250%
Amundi
161
Amundi
France
$1.09K +$518 +20 +91%
CAL
162
Capital Advisors Ltd
Ohio
$1K – – –
FNWA
163
Financial Network Wealth Advisors
Utah
$860 +$860 +30 New
CMBA
164
C.M. Bidwell & Associates
Hawaii
$574 – – –
PFBT
165
Parkside Financial Bank & Trust
Missouri
$574 +$574 +20 New
RWM
166
Rialto Wealth Management
New York
$517 +$517 +18 New
CIAM
167
Caitong International Asset Management
Hong Kong
$516 +$29 +1 +6%
LFG
168
Larson Financial Group
Missouri
$516 +$516 +18 New
CA
169
CoreCap Advisors
Michigan
$315 -$229 -8 -42%
RIL
170
Rothschild Investment LLC
Illinois
$287 – – –
SAM
171
Smartleaf Asset Management
Massachusetts
$251 -$3.57K -128 -93%
BIG
172
Brooklyn Investment Group
New York
$87 +$87 +3 New
FFA
173
Farther Finance Advisors
California
$80 – – –
HIA
174
Harbor Investment Advisory
Maryland
$1 -$1 – –
ACG
175
Aventail Capital Group
New York
– -$3.03M -100,000 Closed
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