EXCELERATE ENERGY INC (EE)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
211
Reporting holders
$1.3B
Reported value
0.5%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| George Kaiser Family Foundation | $298.4M | 7,854,167 | 28.65% | 17q | HELD |
| WELLINGTON MANAGEMENT GROUP LLP | $126.9M | 3,339,759 | 0.02% | 7q | +26.8%+$26.8M |
| BlackRock, Inc. | $76.5M | 2,014,640 | 0.00% | 8q | +6.5%+$4.7M |
| Copeland Capital Management, LLC | $75.0M | 1,973,585 | 1.54% | 3q | +24.5%+$14.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $46.8M | 1,230,722 | 0.00% | 2q | -4.6%-$2.3M |
| TORTOISE CAPITAL ADVISORS, L.L.C. | $44.3M | 1,166,178 | 0.45% | 17q | -1.4%-$644.7K |
| VANGUARD CAPITAL MANAGEMENT LLC | $37.8M | 994,364 | 0.00% | 2q | -5.9%-$2.4M |
| TimesSquare Capital Management, LLC | $36.1M | 950,222 | 0.53% | 7q | +41.4%+$10.6M |
| Ranger Investment Management, L.P. | $34.7M | 912,300 | 2.19% | 16q | +1.7%+$579.7K |
| KAYNE ANDERSON CAPITAL ADVISORS LP | $25.2M | 664,577 | 0.50% | 5q | +2.8%+$685.4K |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | $24.7M | 650,000 | 1.10% | 2q | +100.0%+$12.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $23.4M | 616,604 | 0.00% | 17q | +5.6%+$1.2M |
| STATE STREET CORP | $21.7M | 572,420 | 0.00% | 17q | +3.7%+$771.3K |
| DIMENSIONAL FUND ADVISORS LP | $19.5M | 514,252 | 0.00% | 12q | +3.5%+$661.1K |
| EMERALD ADVISERS, LLC | $18.4M | 485,260 | 0.43% | 5q | +53.7%+$6.4M |
| FMR LLC | $18.2M | 480,346 | 0.00% | 17q | -42.7%-$13.6M |
| D. E. Shaw & Co., Inc. | $14.9M | 392,792 | 0.01% | 11q | +14.4%+$1.9M |
| Yaupon Capital Management LP | $14.8M | 390,353 | 0.29% | 2q | +98.2%+$7.3M |
| NEUBERGER BERMAN GROUP LLC | $14.2M | 374,392 | 0.01% | 10q | -50.0%-$14.2M |
| Russell Investments Group, Ltd. | $13.0M | 343,449 | 0.01% | 16q | +5.5%+$684.5K |
| NORTHERN TRUST CORP | $12.8M | 337,703 | 0.00% | 17q | +10.4%+$1.2M |
| MORGAN STANLEY | $12.8M | 337,348 | 0.00% | 17q | -15.8%-$2.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $12.8M | 336,084 | 0.02% | 9q | -2.1%-$276.6K |
| EMERALD MUTUAL FUND ADVISERS TRUST | $11.4M | 299,991 | 0.40% | 5q | +58.6%+$4.2M |
| GOLDMAN SACHS GROUP INC | $11.0M | 289,600 | 0.00% | 17q | +19.3%+$1.8M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $10.7M | 281,037 | 0.03% | 8q | +15.2%+$1.4M |
| ENVESTNET ASSET MANAGEMENT INC | $10.1M | 266,617 | 0.00% | 5q | +15.8%+$1.4M |
| RENAISSANCE TECHNOLOGIES LLC | $9.3M | 245,177 | 0.01% | 17q | -14.1%-$1.5M |
| Qube Research & Technologies Ltd | $7.9M | 208,508 | 0.01% | 7q | -58.7%-$11.3M |
| UBS Group AG | $7.7M | 201,896 | 0.00% | 15q | +30.1%+$1.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.6M | 201,252 | 0.00% | 17q | +1.8%+$137.4K |
| Sixth Street Partners Management Company, L.P. | $7.6M | 201,252 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $7.5M | 198,591 | 0.00% | 17q | +1.6%+$116.2K |
| VANGUARD FIDUCIARY TRUST CO | $6.0M | 159,210 | 0.00% | 2q | +3.2%+$185.3K |
| Hartree Partners, LP | $5.7M | 149,294 | 1.21% | new | NEW |
| Trexquant Investment LP | $5.7M | 148,762 | 0.03% | 2q | +78.6%+$2.5M |
| Nuveen, LLC | $5.4M | 140,984 | 0.00% | 6q | +215.8%+$3.7M |
| BANK OF AMERICA CORP /DE/ | $5.3M | 139,037 | 0.00% | 17q | -7.4%-$422.6K |
| Caption Management, LLC | $4.9M | 22,000 | 0.02% | 5q | -28.1%-$1.9M |
| VOYA INVESTMENT MANAGEMENT LLC | $4.7M | 124,502 | 0.00% | 14q | -4.3%-$213.8K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $4.7M | 123,230 | 0.02% | 10q | -25.9%-$1.6M |
| JPMORGAN CHASE & CO | $4.5M | 121,736 | 0.00% | 17q | -72.3%-$11.8M |
| AMERIPRISE FINANCIAL INC | $4.3M | 114,450 | 0.00% | 16q | -44.2%-$3.4M |
| SEI INVESTMENTS CO | $3.7M | 98,207 | 0.00% | 8q | +20.7%+$639.3K |
| HITE Hedge Asset Management LLC | $3.7M | 96,338 | 0.20% | 4q | -81.8%-$16.4M |
| XTX Topco Ltd | $3.6M | 93,647 | 0.05% | 3q | +44.2%+$1.1M |
| CITADEL ADVISORS LLC | $3.5M | 65,362 | 0.00% | 17q | +60.0%+$1.3M |
| NFJ INVESTMENT GROUP, LLC | $3.5M | 92,320 | 0.12% | 3q | HELD |
| JANE STREET GROUP, LLC | $3.0M | 66,547 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $3.0M | 78,150 | 0.00% | 3q | +17.1%+$432.6K |
| ROYAL BANK OF CANADA | $2.9M | 77,046 | 0.00% | 17q | +17.2%+$430.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 47,374 | 0.00% | 17q | +6.5%+$168.8K |
| MARTINGALE ASSET MANAGEMENT L P | $2.8M | 72,686 | 0.07% | 9q | -11.3%-$352.5K |
| AQR CAPITAL MANAGEMENT LLC | $2.7M | 70,731 | 0.00% | 7q | +71.3%+$1.1M |
| Knights of Columbus Asset Advisors LLC | $2.6M | 68,465 | 0.13% | 4q | +35.4%+$679.6K |
| Susquehanna Portfolio Strategies, LLC | $2.5M | 66,057 | 0.04% | 3q | HELD |
| Aventail Capital Group, LP | $2.3M | 61,843 | 0.13% | new | NEW |
| CITIGROUP INC | $1.9M | 49,854 | 0.00% | 17q | -21.1%-$507.3K |
| AMERICAN CENTURY COMPANIES INC | $1.9M | 49,092 | 0.00% | 17q | +3.4%+$61.8K |
| Swiss National Bank | $1.8M | 48,300 | 0.00% | 15q | +1.7%+$30.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.8M | 48,266 | 0.00% | 9q | +16.9%+$264.6K |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 47,732 | 0.00% | 2q | +51.9%+$619.2K |
| EXCHANGE TRADED CONCEPTS, LLC | $1.8M | 46,934 | 0.00% | 13q | +49.8%+$593.0K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1.5M | 40,235 | 0.00% | 5q | -7.9%-$130.7K |
| WELLS FARGO & COMPANY/MN | $1.4M | 36,769 | 0.00% | 17q | -20.2%-$354.4K |
| Squarepoint Ops LLC | $1.4M | 35,726 | 0.00% | 17q | -54.6%-$1.6M |
| PRINCIPAL FINANCIAL GROUP INC | $1.3M | 34,713 | 0.00% | 7q | +7.0%+$86.3K |
| RHUMBLINE ADVISERS | $1.3M | 33,716 | 0.00% | 17q | +5.3%+$64.7K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $1.3M | 33,333 | 0.00% | 10q | HELD |
| ALLIANCEBERNSTEIN L.P. | $1.2M | 36,550 | 0.00% | 17q | +39.8%+$347.6K |
| DEUTSCHE BANK AG\ | $1.2M | 31,293 | 0.00% | 17q | +14.2%+$148.0K |
| HUNTINGTON NATIONAL BANK | $1.1M | 30,005 | 0.01% | 2q | HELD |
| CREDIT AGRICOLE S A | $1.1M | 30,000 | 0.00% | 2q | HELD |
| Jain Global LLC | $1.0M | 26,707 | 0.00% | new | NEW |
| F/m Investments LLC | $939.7K | 24,736 | 0.05% | 3q | +8.9%+$76.9K |
| Engineers Gate Manager LP | $926.7K | 24,393 | 0.01% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $914.6K | 24,075 | 0.00% | 8q | -84.5%-$5.0M |
| BAILARD, INC. | $911.8K | 24,000 | 0.02% | 9q | HELD |
| FOX RUN MANAGEMENT, L.L.C. | $906.9K | 23,873 | 0.15% | 2q | -15.8%-$170.8K |
| Legal & General Group Plc | $840.6K | 22,127 | 0.00% | 17q | +50.8%+$283.3K |
| STRS OHIO | $824.4K | 21,700 | 0.00% | 17q | +13.6%+$98.8K |
| Bridgewater Associates, LP | $801.1K | 21,088 | 0.00% | 2q | -45.5%-$668.1K |
| Abacus Planning Group, Inc. | $797.8K | 21,000 | 0.10% | 15q | HELD |
| TWO SIGMA INVESTMENTS, LP | $748.4K | 19,700 | 0.00% | 2q | -84.9%-$4.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | $742.4K | 19,542 | 0.00% | 2q | +36.1%+$197.1K |
| Invesco Ltd. | $725.3K | 19,091 | 0.00% | 10q | -88.7%-$5.7M |
| MILLENNIUM MANAGEMENT LLC | $723.2K | 19,036 | 0.00% | 2q | -29.1%-$296.6K |
| Quantinno Capital Management LP | $644.0K | 16,953 | 0.00% | 3q | +53.8%+$225.2K |
| RITHOLTZ WEALTH MANAGEMENT | $620.6K | 16,336 | 0.00% | 7q | +97.8%+$306.9K |
| Quantbot Technologies LP | $618.2K | 16,274 | 0.02% | 8q | +18.9%+$98.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $562.3K | 14,800 | 0.00% | 2q | +32.1%+$136.7K |
| MetLife Investment Management, LLC | $558.7K | 14,707 | 0.00% | 17q | +5.7%+$30.4K |
| Vident Advisory, LLC | $541.4K | 14,251 | 0.00% | 2q | -12.6%-$77.7K |
| ExodusPoint Capital Management, LP | $531.6K | 13,994 | 0.00% | new | NEW |
| Cetera Investment Advisers | $525.4K | 13,831 | 0.00% | 3q | +13.8%+$63.8K |
| Point72 Asset Management, L.P. | $484.4K | 12,751 | 0.00% | 2q | -55.9%-$613.2K |
| FEDERATED HERMES, INC. | $471.8K | 12,420 | 0.00% | 2q | +6.2%+$27.5K |
| Snowden Capital Advisors LLC | $437.5K | 11,516 | 0.01% | 3q | -1.3%-$5.6K |
| Voleon Capital Management LP | $430.8K | 11,340 | 0.01% | 2q | -69.7%-$992.9K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $418.4K | 11,014 | 0.00% | 13q | -38.9%-$265.9K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-04 | 13G | Copeland Capital Management, LLC | 6.2% |
| 2026-07-08 | 13G/A | Wellington Management Group LLPwith 3 co-filers | 10.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 211 | $1.3B | 33,068,099 | 37 | 74 | 61 | 0.5% |
| Q1 2026 | 205 | $1.1B | 32,908,918 | 54 | 59 | 58 | 0.6% |
| Q4 2025 | 176 | $940.1M | 33,206,167 | 36 | 54 | 50 | 0.9% |
| Q3 2025 | 169 | $832.6M | 32,820,760 | 29 | 56 | 58 | 0.7% |
| Q2 2025 | 183 | $969.2M | 33,020,379 | 41 | 81 | 40 | 0.4% |
| Q1 2025 | 163 | $685.0M | 23,935,292 | 25 | 56 | 55 | 0.2% |
| Q4 2024 | 149 | $718.2M | 23,830,796 | 35 | 44 | 41 | 0.2% |
| Q3 2024 | 117 | $515.0M | 23,451,994 | 16 | 36 | 43 | 0.2% |
| Q2 2024 | 119 | $431.2M | 23,366,781 | 21 | 43 | 33 | 0.5% |
| Q1 2024 | 105 | $366.5M | 22,700,268 | 15 | 32 | 35 | 0.8% |
| Q4 2023 | 106 | $355.4M | 22,804,983 | 16 | 42 | 20 | 0.8% |
| Q3 2023 | 102 | $392.5M | 22,904,493 | 15 | 27 | 36 | 0.6% |
| Q2 2023 | 102 | $473.8M | 23,225,909 | 13 | 23 | 38 | 0.3% |
| Q1 2023 | 97 | $500.8M | 22,545,372 | 16 | 32 | 29 | 0.3% |
| Q4 2022 | 102 | $553.9M | 21,963,382 | 33 | 32 | 18 | 0.5% |
| Q3 2022 | 100 | $575.8M | 25,616,020 | 35 | 27 | 22 | 0.6% |
| Q2 2022 | 93 | $529.2M | 26,401,668 | 96 | 0 | 0 | 0.6% |
| Q2 2020 | 206 | $2.6B | 38,776,395 | 36 | 67 | 75 | 0.1% |
| Q1 2020 | 207 | $2.6B | 38,724,826 | 35 | 65 | 71 | 0.0% |
| Q4 2019 | 201 | $2.7B | 39,940,584 | 17 | 82 | 49 | 0.0% |
| Q3 2019 | 200 | $2.6B | 38,338,084 | 20 | 71 | 62 | 0.1% |
| Q2 2019 | 211 | $2.7B | 40,735,768 | 54 | 65 | 60 | 1.3% |
| Q1 2019 | 211 | $2.3B | 39,100,116 | 27 | 75 | 62 | 0.0% |
| Q4 2018 | 208 | $2.0B | 39,786,647 | 4 | 5 | 2 | 0.0% |