EXCELERATE ENERGY INC-A EE
$37.99
+0.0% 52w: $22.84 – $42.70
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data22.8432.7742.70
Jun 20, 2025 Jul 2, 2026
Institutional holders
219
+29 QoQ
13F value
$1.10B
+17.6% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
0.7×
$2.6M calls / $3.6M puts
Institutional value by quarter
Number of holders
Who owns EE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| George Kaiser Family Foundation ★3 | Fundamental concentrated | 7.9M | $262.5M | 29.7% | Held |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 2.6M | $88.0M | 0.0% | -27.0% |
| BlackRock, Inc. | Index provider | 1.9M | $63.2M | 0.0% | -0.8% |
| Copeland Capital Management, LLC | Other | 1.6M | $53.0M | 1.2% | +45.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 1.3M | $43.1M | 0.0% | — |
| TORTOISE CAPITAL ADVISORS, L.L.C. ★2 | Fundamental diversified | 1.2M | $39.5M | 0.4% | +1.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.1M | $35.3M | 0.0% | — |
| Ranger Investment Management, L.P. | Other | 897.0K | $30.0M | 2.2% | -26.5% |
| FMR LLC | Long only active | 839.0K | $28.0M | 0.0% | +0.6% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 749.2K | $25.0M | 0.0% | +6.6% |
| TimesSquare Capital Management, LLC | Other | 671.9K | $22.5M | 0.4% | -29.2% |
| KAYNE ANDERSON CAPITAL ADVISORS LP ★3 | Fundamental concentrated | 646.5K | $21.6M | 0.4% | -29.0% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 584.2K | $19.5M | 0.0% | -7.9% |
| STATE STREET CORP | Index provider | 552.1K | $18.5M | 0.0% | +5.8% |
| HITE Hedge Asset Management LLC ★2 | Fundamental diversified | 528.0K | $17.6M | 1.0% | +175.1% |
| Qube Research & Technologies Ltd | Quant stat arb | 505.3K | $16.9M | 0.0% | +33.7% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 496.8K | $16.6M | 0.0% | -2.2% |
| JPMORGAN CHASE & CO | Bank broker | 439.7K | $14.6M | 0.0% | +30.1% |
| MORGAN STANLEY | Bank broker | 400.8K | $13.4M | 0.0% | +12.2% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 343.5K | $11.5M | 0.0% | +150.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 343.4K | $11.5M | 0.0% | +3006.5% |
| Russell Investments Group, Ltd. | Diversified mechanical | 325.4K | $10.9M | 0.0% | -12.6% |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT ★2 | Fundamental diversified | 325.0K | $10.9M | 0.5% | New |
| EMERALD ADVISERS, LLC | Other | 315.7K | $10.5M | 0.3% | -0.7% |
| NORTHERN TRUST CORP | Index provider | 305.8K | $10.2M | 0.0% | -3.5% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 285.5K | $9.5M | 0.0% | +132.9% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Other | 243.9K | $8.2M | 0.0% | -32.6% |
| GOLDMAN SACHS GROUP INC | Bank broker | 242.8K | $8.1M | 0.0% | -1.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 230.2K | $7.7M | 0.0% | +28.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 197.6K | $6.6M | 0.0% | -0.6% |
| Yaupon Capital Management LP | Other | 197.0K | $6.6M | 0.3% | New |
| Bank of New York Mellon Corp | Diversified mechanical | 195.5K | $6.5M | 0.0% | +0.3% |
| EMERALD MUTUAL FUND ADVISERS TRUST | Other | 189.2K | $6.3M | 0.3% | +2.6% |
| Invesco Ltd. | Index provider | 168.6K | $5.6M | 0.0% | +792.9% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Other | 166.3K | $5.6M | 0.0% | +2.8% |
| UBS Group AG | Bank broker | 155.1K | $5.2M | 0.0% | -62.7% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 155.1K | $5.2M | 0.0% | +505.0% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 154.3K | $5.2M | 0.0% | — |
| BANK OF AMERICA CORP /DE/ | Bank broker | 150.2K | $5.0M | 0.0% | +7.5% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 130.5K | $4.4M | 0.0% | New |
| VOYA INVESTMENT MANAGEMENT LLC | Diversified mechanical | 130.1K | $4.3M | 0.0% | -15.7% |
| Counterpoint Mutual Funds LLC | Quant stat arb | 125.4K | $4.2M | 0.6% | +999.6% |
| Hiddenite Capital Partners LP ★2 | Fundamental concentrated | 125.0K | $4.2M | 2.5% | New |
| AMERIPRISE FINANCIAL INC | Bank broker | 102.5K | $3.4M | 0.0% | -24.4% |
| NFJ INVESTMENT GROUP, LLC | Other | 92.3K | $3.1M | 0.1% | Held |
| Trexquant Investment LP | Diversified mechanical | 83.3K | $2.8M | 0.0% | New |
| MARTINGALE ASSET MANAGEMENT L P | Other | 82.0K | $2.7M | 0.1% | +10.5% |
| SEI INVESTMENTS CO | Diversified mechanical | 81.4K | $2.7M | 0.0% | +39.6% |
| FIRST TRUST ADVISORS LP | Index provider | 80.6K | $2.7M | 0.0% | New |
| Squarepoint Ops LLC | Quant stat arb | 78.8K | $2.6M | 0.0% | -72.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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