13FBOX
EXCELERATE ENERGY INC · 13F Institutional Holdings
Options Calculator Rankings

EXCELERATE ENERGY INC

EE
Institutions
221
Combined AUM (Q2 2026)
$1.26B
Combined Shares (Q2 2026)
33.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+3.6M
119 · 39 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-3.5M
100 · 36 Exit · ≈
⚖️ Net
+177,817
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.26B
Institutions
221
New Buys
39
Adds
80
Reduces
64
Exits
36
Unchanged
38
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
GEORGE KAISER FAMILY FOUNDATION
28.65%29.73%#1$298.4M7.9M$262.5M7.9M00.00%Unchanged
WELLINGTON MANAGEMENT GROUP LLP
0.02%0.02%#34$126.9M3.3M$88.0M2.6M+705,587+26.79%Add
BlackRock, Inc.
<0.01%<0.01%#100$76.5M2.0M$63.2M1.9M+122,456+6.47%Add
Copeland Capital Management, LLC
1.54%1.18%#3$75.0M2.0M$53.0M1.6M+388,967+24.55%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#81$46.8M1.2M$43.1M1.3M-59,443-4.61%Reduce
TORTOISE CAPITAL ADVISORS, L.L.C.
0.45%0.41%#8$44.3M1.2M$39.5M1.2M-16,969-1.43%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#118$37.8M994,364$35.3M1.1M-62,306-5.90%Reduce
TimesSquare Capital Management, LLC
0.53%0.38%#6$36.1M950,222$22.5M671,942+278,280+41.41%Add
Ranger Investment Management, L.P.
2.19%2.17%#2$34.7M912,300$30.0M897,041+15,259+1.70%Add
KAYNE ANDERSON CAPITAL ADVISORS LP
0.5%0.41%#7$25.2M664,577$21.6M646,535+18,042+2.79%Add
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT
1.1%0.54%#5$24.7M650,000$10.9M325,000+325,000+100.00%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#96$23.4M616,604$19.5M584,151+32,453+5.56%Add
STATE STREET CORP
<0.01%<0.01%#129$21.7M572,420$18.5M552,117+20,303+3.68%Add
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#62$19.5M514,252$16.6M496,849+17,403+3.50%Add
EMERALD ADVISERS, LLC
0.43%0.33%#9$18.4M485,260$10.5M315,665+169,595+53.73%Add
FMR LLC
<0.01%<0.01%#119$18.2M480,346$28.0M838,987-358,641-42.75%Reduce
D. E. Shaw & Co., Inc.
0.01%0.01%#51$14.9M392,792$11.5M343,491+49,301+14.35%Add
Yaupon Capital Management LP
0.29%0.21%#11$14.8M390,353$6.6M196,990+193,363+98.16%Add
Neuberger Berman Group LLC
0.01%0.02%#46$14.2M374,392$25.0M749,180-374,788-50.03%Reduce
Russell Investments Group, Ltd.
0.01%0.01%#44$13.0M343,449$10.9M325,431+18,018+5.54%Add
NORTHERN TRUST CORP
<0.01%<0.01%#91$12.8M337,703$10.2M305,766+31,937+10.44%Add
MORGAN STANLEY
<0.01%<0.01%#126$12.8M337,348$7.0M279,561+57,787+20.67%Add
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
0.02%0.02%#38$12.8M336,084$11.5M343,366-7,282-2.12%Reduce
EMERALD MUTUAL FUND ADVISERS TRUST
0.4%0.31%#10$11.4M299,991$6.3M189,165+110,826+58.59%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#108$11.0M289,600$8.1M242,837+46,763+19.26%Add
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
0.03%0.03%#30$10.7M281,037$8.2M243,927+37,110+15.21%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#75$10.1M266,617$7.7M230,176+36,441+15.83%Add
RENAISSANCE TECHNOLOGIES LLC
0.01%0.01%#40$9.3M245,177$9.5M285,519-40,342-14.13%Reduce
Qube Research & Technologies Ltd
0.01%0.02%#49$7.9M208,508$16.9M505,266-296,758-58.73%Reduce
UBS Group AG
<0.01%<0.01%#105$7.7M201,896$5.2M155,139+46,757+30.14%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#102$7.6M201,252$6.6M197,634+3,618+1.83%Add
Bank of New York Mellon Corp
<0.01%<0.01%#97$7.5M198,591$6.5M195,532+3,059+1.56%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#93$6.0M159,210$5.2M154,333+4,877+3.16%Add
Hartree Partners, LP
1.21%#4$5.7M149,294$00+149,294New Buy
Trexquant Investment LP
0.03%0.02%#29$5.7M148,762$2.8M83,299+65,463+78.59%Add
Nuveen, LLC
<0.01%<0.01%#94$5.4M140,984$1.5M44,650+96,334+215.75%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#156$5.3M139,037$5.0M150,160-11,123-7.41%Reduce
Caption Management, LLC
0.02%0.03%#33$4.9M129,300$5.0M149,690-20,390-13.62%Reduce
VOYA INVESTMENT MANAGEMENT LLC
<0.01%<0.01%#56$4.7M124,502$4.3M130,130-5,628-4.32%Reduce
JACOBS LEVY EQUITY MANAGEMENT, INC
0.02%0.02%#37$4.7M123,230$5.6M166,349-43,119-25.92%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#168$4.5M121,736$14.6M439,660-317,924-72.31%Reduce
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#113$4.3M114,450$3.4M102,549+11,901+11.61%Add
SEI INVESTMENTS CO
<0.01%<0.01%#67$3.7M98,207$2.7M81,382+16,825+20.67%Add
HITE Hedge Asset Management LLC
0.2%1%#12$3.7M96,338$17.6M528,015-431,677-81.75%Reduce
XTX Topco Ltd
0.05%0.04%#26$3.6M93,647$2.2M64,954+28,693+44.17%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#150$3.5M92,362$2.3M69,655+22,707+32.60%Add
NFJ INVESTMENT GROUP, LLC
0.12%0.12%#16$3.5M92,320$3.1M92,32000.00%Unchanged
JANE STREET GROUP, LLC
<0.01%#166$3.0M80,247$00+80,247New Buy
STIFEL FINANCIAL CORP
<0.01%<0.01%#74$3.0M78,150$2.2M66,762+11,388+17.06%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#147$2.9M77,046$2.2M65,719+11,327+17.24%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow