Excelerate Energy EE Institutional Ownership

NYSE EE

$32.15 -0.69 (-2.10%)

As of: Sep 29, 2026 · 3:59 PM EDT

Institutions by Trading Activity

222 Institutions

Increased 119 53.6%

Unchanged 39 17.6%

Reduced 64 28.8%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

104.40%

▲+1.88 pp QoQ

Shares Held by Institutions

33.13Mn

of 31.73Mn outstanding

▲+3.19% QoQ

Shares Outstanding

31.73Mn

-1.40Mn held outside 13F filers

Institutional Investors

222

filed 13F for Jun 2026

▲+5 vs prior quarter

Net Shares Added (QoQ)

+1.02Mn

accumulated since last quarter

Value of Holdings

$1.09Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Excelerate Energy, Inc. (NYSE:EE) has 222 institutional investors with active 13F positions as of June 2026.

These investors held 104.4% of outstanding shares in June 2026, up from 102.5% in March 2026.
They increased total shares held in Excelerate Energy by 3.19% from last quarter, and the number of investors in EE increased 11.56% annually.
Of these 222 funds, 119 grew their exposure to Excelerate Energy, 64 cut back, and 39 maintained positions.
Altogether, these fund groups held 33.13Mn shares in EE by June 2026, up by 1.02Mn shares quarter on quarter, and up 350.35K shares year over year.
As of June 30, 2026, GEORGE KAISER FAMILY FOUNDATION held the largest stake in Excelerate Energy with 7.85Mn shares, accounting for 24.75% of total shares outstanding.
Top purchasers of EE stock for the quarter ending June 2026 included WELLINGTON MANAGEMENT GROUP LLP (705.59K), Copeland Capital Management, LLC (388.97K), CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT (325.0K), TimesSquare Capital Management, LLC (278.28K), Sixth Street Partners Management Company, L.P. (201.25K).
Leading sellers of Excelerate Energy shares for the quarter ending June 2026 were HITE Hedge Asset Management LLC (431.68K), Neuberger Berman Group LLC (374.79K), FMR LLC (358.64K), Jpmorgan Chase & Co (317.92K), Qube Research & Technologies Ltd (296.76K).
Business Quant data shows the 10 biggest positions in Excelerate Energy as of June 2026 are held by GEORGE KAISER FAMILY FOUNDATION (7.85Mn), WELLINGTON MANAGEMENT GROUP LLP (3.34Mn), BlackRock, Inc. (2.01Mn), Copeland Capital Management, LLC (1.97Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (1.23Mn), TORTOISE CAPITAL ADVISORS, L.L.C. (1.17Mn), VANGUARD CAPITAL MANAGEMENT LLC (994.36K), TimesSquare Capital Management, LLC (950.22K), Ranger Investment Management, L.P. (912.3K), KAYNE ANDERSON CAPITAL ADVISORS LP (664.58K).

Form 13F Holdings

222 Institutional Holders

Report period 30 Jun, 2026

Total shares held 33.13Mn

Of outstanding 104.40%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	GEORGE KAISER FAMILY FOUNDATION	0001265376	7,854,167	24.75%	0	0.00%	$298.38Mn
2	WELLINGTON MANAGEMENT GROUP LLP	0000902219	3,339,759	10.52%	▲705,587	+26.79%	$126.88Mn
3	BlackRock, Inc.	0002012383	2,014,640	6.35%	▲122,456	+6.47%	$76.54Mn
4	Copeland Capital Management, LLC	0001541743	1,973,585	6.22%	▲388,967	+24.55%	$74.98Mn
5	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	1,230,722	3.88%	▼59,443	-4.61%	$46.76Mn
6	TORTOISE CAPITAL ADVISORS, L.L.C.	0001280965	1,166,178	3.67%	▼16,969	-1.43%	$44.30Mn
7	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	994,364	3.13%	▼62,306	-5.90%	$37.78Mn
8	TimesSquare Capital Management, LLC	0001313816	950,222	2.99%	▲278,280	+41.41%	$36.10Mn
9	Ranger Investment Management, L.P.	0001319691	912,300	2.87%	▲15,259	+1.70%	$34.66Mn
10	KAYNE ANDERSON CAPITAL ADVISORS LP	0000949615	664,577	2.09%	▲18,042	+2.79%	$25.25Mn
11	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	0001329375	650,000	2.05%	▲325,000	+100.00%	$24.69Mn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	616,604	1.94%	▲32,453	+5.56%	$23.43Mn
13	State Street Corp	0000093751	572,420	1.80%	▲20,303	+3.68%	$21.75Mn
14	DIMENSIONAL FUND ADVISORS LP	0000354204	514,252	1.62%	▲17,403	+3.50%	$19.53Mn
15	EMERALD ADVISERS, LLC	0001015083	485,260	1.53%	▲169,595	+53.73%	$18.44Mn
16	FMR LLC	0000315066	480,346	1.51%	▼358,641	-42.75%	$18.25Mn
17	D. E. Shaw & Co., Inc.	0001009207	392,792	1.24%	▲49,301	+14.35%	$14.92Mn
18	Yaupon Capital Management LP	0001755028	390,353	1.23%	▲193,363	+98.16%	$14.83Mn
19	Neuberger Berman Group LLC	0001465109	374,392	1.18%	▼374,788	-50.03%	$14.22Mn
20	Russell Investments Group, Ltd.	0001692234	343,449	1.08%	▲18,018	+5.54%	$13.05Mn

Showing 1 to 20 of 222 holders