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EE — EXCELERATE ENERGY INC

Reported value held$443.44M
Funds holding (latest)43
SectorUtilities
Funds holding (Q2 2026)31
Institutional value$355.86M · 9.39M sh
New / Add / Cut / Exit1 / 16 / 13 / 2
Top-5 / Top-10 concentration73.1% / 88.1%
Institutional holdings change Accumulating +4.8% (+432.07K sh)
Institutional value change Up +19.1%

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.

FundQuarterSharesValuePortfolio WeightChange
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

View all 43 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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

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