Institutional Ownership Excelerate Energy, Inc. (EE)
This table provides information about the institutional ownership of Excelerate Energy, Inc. (EE). We have compiled data on the 184 institutions that hold shares in the stock, with a total of 24.2 Million shares, which have been reported (via 13F filing form) to have a value of $699 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
567
shares
|
$16,414
0.0% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
313
shares
|
$9,061
0.0% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
290
shares
|
$8,395
0.0% of portfolio
|
Q1 2025
Added 22.36%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
285
shares
|
$8,250
0.0% of portfolio
|
Q1 2025
Reduced 98.34%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
250
shares
|
$7,237
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
218
shares
|
$6,311
0.0% of portfolio
|
Q1 2025
Reduced 90.93%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
209
shares
|
$6,050
0.0% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
166
shares
|
$4,805
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
133
shares
|
$3,850
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
126
shares
|
$3,647
0.0% of portfolio
|
Q1 2025
Added 113.56%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
122
shares
|
$3,531
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
76
shares
|
$2,200
0.0% of portfolio
|
Q1 2025
Added 49.02%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
42
shares
|
$1,215
0.0% of portfolio
|
Q1 2025
Added 90.91%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
41
shares
|
$1,186
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
30
shares
|
$868
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25
shares
|
$723
0.0% of portfolio
|
Q2 2022
Added 100.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
21
shares
|
$607
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
20
shares
|
$579
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
20
shares
|
$579
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
18
shares
|
$521
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
18
shares
|
$521
0.0% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
18
shares
|
$521
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
11
shares
|
$318
0.0% of portfolio
|
Q1 2025
Reduced 42.11%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
10
shares
|
$289
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
9
shares
|
$260
0.0% of portfolio
|
Q1 2025
Reduced 93.43%
|