EE — EXCELERATE ENERGY INC
As of Q2 2026, 31 SEC-registered investment managers reported holding EE (EXCELERATE ENERGY INC) in their latest 13F filings, with a combined reported value of $355.86M across 9.39M shares. That is +4.8% by share count (+432.07K shares) versus the previous quarter, while reported value moved +19.1%. Ownership is concentrated: the five largest holders account for 73.1% of reported value and the top ten for 88.1%.
Compared with the prior quarter, 1 opened new positions, 16 added to existing stakes, 13 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
EE is classified in the Utilities sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Wellington Management Group history | Q2 2026 | 3.34M | $126.88M | 0.02% | Add |
| BlackRock Inc history | Q2 2026 | 2.01M | $76.54M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 2.41M | $67.46M | 0.00% | Hold |
| Geode Capital Management history | Q2 2026 | 616.60K | $23.43M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 480.35K | $18.25M | 0.00% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 392.79K | $14.92M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 337.70K | $12.83M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 337.35K | $12.82M | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 289.60K | $11.00M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 245.18K | $9.31M | 0.01% | Reduce |
| UBS Group AG history | Q2 2026 | 201.90K | $7.67M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 201.25K | $7.65M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 198.59K | $7.54M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 139.04K | $5.28M | 0.00% | Reduce |
| Davidson Kempner Capital Management history | Q2 2022 | 255.60K | $5.09M | 0.11% | New |
| JPMorgan Chase & Co history | Q2 2026 | 121.74K | $4.51M | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 92.36K | $3.51M | 0.00% | Add |
| Marshall Wace history | Q3 2025 | 127.17K | $3.20M | 0.00% | Reduce |
| AQR Capital Management history | Q2 2026 | 70.73K | $2.69M | 0.00% | Add |
| Arrowstreet Capital history | Q2 2025 | 89.57K | $2.63M | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 121.74K sh · $4.51M
Fully Exited (vs previous quarter)
- CPP Investments sold 13.70K sh · $457.85K
- Janus Henderson Group sold 9.11K sh · $304.24K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wellington Management Group | — | — | — | — | — | — | — | — | — | — | 195.73K | 225.40K | 2.46M | 2.89M | 3.61M | 2.63M | 3.34M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | 1.47M | 1.50M | 1.44M | 1.87M | 1.90M | 1.91M | 1.89M | 2.01M |
| Geode Capital Management | 317.24K | 307.18K | 316.48K | 331.06K | 342.90K | 360.52K | 388.15K | 394.07K | 401.46K | 398.61K | 388.49K | 429.56K | 608.07K | 620.51K | 634.27K | 584.15K | 616.60K |
| Fidelity Management & Research (FMR) | 650.00K | 669.05K | 205.26K | 1.42K | 222 | 138 | 387 | 333 | 9.88K | 23.13K | 26.46K | 29.98K | 215.00K | 612.46K | 834.05K | 838.99K | 480.35K |
| D. E. Shaw & Co | — | — | — | — | — | — | 62.66K | 218.60K | 387.40K | 374.60K | 435.29K | 303.75K | 470.30K | 229.82K | 136.90K | 343.49K | 392.79K |
| Northern Trust Corp | 156.31K | 153.06K | 160.28K | 157.07K | 157.44K | 162.30K | 163.66K | 162.13K | 157.23K | 149.57K | 159.94K | 145.98K | 190.72K | 193.16K | 316.92K | 305.77K | 337.70K |
| Morgan Stanley | 161.50K | 131.51K | 173.12K | 166.20K | 142.72K | 119.60K | 193.37K | 117.63K | 331.35K | 386.92K | 249.36K | 232.48K | 417.23K | 279.56K | 357.13K | 400.83K | 337.35K |
| Goldman Sachs Group | 84.13K | 117.69K | 217.21K | 112.78K | 45.72K | 35.57K | 139.20K | 200.90K | 374.61K | 439.14K | 347.20K | 442.76K | 864.30K | 289.43K | 247.22K | 242.84K | 289.60K |
| Renaissance Technologies | 18.30K | 146.40K | 177.70K | 74.20K | 69.20K | 143.50K | 212.26K | 231.00K | 249.28K | 313.82K | 358.22K | 324.75K | 321.50K | 234.02K | 122.60K | 285.52K | 245.18K |
| UBS Group AG | — | — | 27.88K | 6.30K | 7.06K | 446 | 23.14K | 42.24K | 7.66K | 10.69K | 473.93K | 217.24K | 392.16K | 232.42K | 416.08K | 155.14K | 201.90K |
| Charles Schwab Investment Management | 125.86K | 128.57K | 130.41K | 131.10K | 130.76K | 138.98K | 134.29K | 142.27K | 139.83K | 138.87K | 136.64K | 133.68K | 193.93K | 197.67K | 198.89K | 197.63K | 201.25K |
| BNY Mellon | 61.95K | 66.60K | 139.66K | 132.74K | 125.23K | 128.48K | 161.70K | 152.95K | 152.05K | 137.65K | 109.25K | 106.54K | 125.39K | 131.38K | 194.90K | 195.53K | 198.59K |
| Bank of America Corp | 17.76K | 35.82K | 32.13K | 32.74K | 21.13K | 22.68K | 26.14K | 50.77K | 51.75K | 53.18K | 43.54K | 121.04K | 114.56K | 10.59K | 139.62K | 150.16K | 139.04K |
| JPMorgan Chase & Co | 36.20K | 19.71K | 29.17K | 16.09K | 36.86K | 35.94K | 55.72K | 35.45K | 37.24K | 50.05K | 106.71K | 115.49K | 297.18K | 408.15K | 337.95K | — | 121.74K |
| Citadel Advisors | 663.18K | 674.35K | 60.20K | 55.16K | 46.05K | 103.91K | 132.20K | 118.62K | 172.85K | 121.64K | 56.03K | 26.60K | 18.70K | 28.36K | 92.14K | 69.66K | 92.36K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | 9.45K | 18.12K | 12.98K | 13.20K | 32.41K | 41.28K | 70.73K |
| Citigroup Inc | 2.20K | 11.14K | 960 | 788 | 5.86K | 42 | 2.56K | 3.08K | 3.92K | 12.47K | 14.08K | 16.71K | 164.31K | 115.62K | 37.93K | 63.21K | 49.85K |
| Wells Fargo & Co | 8.79K | 29.21K | 37.06K | 15.55K | 21.63K | 18.99K | 19.93K | 20.48K | 21.23K | 21.18K | 21.29K | 15.88K | 22.58K | 24.21K | 40.89K | 23.05K | 36.77K |
| Principal Global Investors | — | — | — | — | — | — | — | — | — | — | 9.35K | 9.68K | 16.38K | 41.52K | 61.09K | 32.44K | 34.71K |
| Deutsche Bank AG | 8.77K | 7.53K | 7.65K | 11.40K | 7.06K | 13.24K | 13.09K | 9.81K | 8.87K | 11.31K | 19.47K | 69.00K | 21.78K | 24.18K | 25.50K | 27.40K | 31.29K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details