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Excelerate Energy

218 hedge funds and large institutions have $1.1B invested in Excelerate Energy in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 62 increasing their positions, 62 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 28

18% more capital invested

Capital invested by funds: $935M → $1.1B (+$165M)

15% more funds holding

Funds holding: 189218 (+29)

0% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 62

1.34% less ownership

Funds ownership: 104.14%102.81% (-1.3%)

27% less call options, than puts

Call options by funds: $2.6M | Put options by funds: $3.59M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
218
Holders Change
+29
Holders Change %
+15.34%
% of All Funds
2.69%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
63
Increased
62
Reduced
62
Closed
28
Calls
$2.6M
Puts
$3.59M
Net Calls
-$986K
Net Calls Change
-$5.56M
Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
201
Financial Network Wealth Advisors
Utah
$769 -$251 -7 -23%
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$737
EP
203
Essential Partners
California
$702 +$251 +7 +50%
AssetMark Inc
204
AssetMark Inc
California
$602 +$645 +18 New
CFO
205
CVA Family Office
Colorado
$568 +$610 +17 New
MCM
206
MAI Capital Management
Ohio
$502 +$538 +15 New
MB
207
MidFirst Bank
Oklahoma
$468
FFO
208
Fortitude Family Office
Arizona
$468 +$466 +13 +1,300%
BFS
209
Bare Financial Services
Pennsylvania
$401 +$430 +12 New
BTI
210
Blue Trust Inc
Georgia
$401 +$430 +12 New
SHIM
211
Stone House Investment Management
Pennsylvania
$401 +$430 +12 New
IA
212
IFP Advisors
Florida
$368 -$35.7K -997 -99%
KFAS
213
Keating Financial Advisory Services
Kansas
$368 +$251 +7 +175%
CFD
214
Creative Financial Designs
Indiana
$201 +$215 +6 New
PTC
215
Private Trust Company
Ohio
$167
SIC
216
SJS Investment Consulting
Ohio
$67
RWM
217
Rialto Wealth Management
New York
$34 +$36 +1 New
VWM
218
Vermillion Wealth Management
Minnesota
$33 +$36 +1 New
HIA
219
Harbor Investment Advisory
Maryland
$2
SG
220
Sourcerock Group
Colorado
-$10.9M -388,200 Closed
GCM
221
GeoSphere Capital Management
Florida
-$5.75M -205,000 Closed
HP
222
Hartree Partners
New York
-$5.49M -195,663 Closed
BFM
223
Boothbay Fund Management
New York
-$3.82M -136,026 Closed
OIM
224
Oceanic Investment Management
Isle Of Man
-$3.43M -122,208 Closed
VFM
225
Viking Fund Management
North Dakota
-$2.52M -90,000 Closed