EE Institutional Ownership & Shareholders
EXCELERATE ENERGY INC-A (EE) is currently held by 207 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.23B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
George Kaiser Family Foundation is currently the largest disclosed institutional shareholder of EE tracked by InsiderSet, reporting ownership valued at approximately $298.38M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $277.72M, representing an estimated loss of -6.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed EE value among the investors covered in this analysis. Major shareholders include George Kaiser Family Foundation, Wellington Management Group Llp, Blackrock, Inc., and several other long-term asset managers with concentrated positions in EXCELERATE ENERGY INC-A (EE).
This page ranks the largest institutional EE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
207
Total Reported Value
$1.23B
Largest Holder
George Kaiser Family Foundation
Largest Position
$298.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
75
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| George Kaiser Family Foundation | 28.65% | 7,854,167 | $298,379,804 | $277,723,345 | -$20,656,459 | -6.92% | |
| Wellington Management Group Llp | 0.02% | 3,339,759 | $126,877,445 | $118,093,878 | -$8,783,567 | -6.92% | |
| Blackrock, Inc. | 0.00% | 2,014,640 | $76,536,176 | $71,237,670 | -$5,298,506 | -6.92% | |
| Copeland Capital Management, Llc | 1.42% | 1,922,979 | $61,785,361 | $67,996,537 | +$6,211,176 | +10.05% | |
| Vanguard Portfolio Management Llc | 0.00% | 1,230,722 | $46,755,129 | $43,518,330 | -$3,236,799 | -6.92% | |
| Tortoise Capital Advisors, L.L.C. | 0.45% | 1,166,178 | $44,303,102 | $41,236,054 | -$3,067,048 | -6.92% | |
| Vanguard Capital Management Llc | 0.00% | 994,364 | $37,775,888 | $35,160,711 | -$2,615,177 | -6.92% | |
| Timessquare Capital Management, Llc | 0.53% | 950,222 | $36,098,934 | $33,599,850 | -$2,499,084 | -6.92% | |
| Ranger Investment Management, L.P. | 2.19% | 912,300 | $34,658,277 | $32,258,928 | -$2,399,349 | -6.92% | |
| Kayne Anderson Capital Advisors Lp | 0.50% | 664,577 | $25,247,281 | $23,499,443 | -$1,747,838 | -6.92% | |
| Geode Capital Management, Llc | 0.00% | 616,604 | $23,429,497 | $21,803,117 | -$1,626,380 | -6.94% | |
| State Street Corp | 0.00% | 572,420 | $21,746,236 | $20,240,771 | -$1,505,465 | -6.92% | |
| Cushing Asset Management, Lp Dba Nxg Investment Management | 0.95% | 644,500 | $20,707,785 | $22,789,520 | +$2,081,735 | +10.05% | |
| Neuberger Berman Group Llc | 0.01% | 703,089 | $19,721,647 | $24,861,227 | +$5,139,580 | +26.06% | |
| Dimensional Fund Advisors Lp | 0.00% | 514,252 | $19,534,662 | $18,183,951 | -$1,350,711 | -6.91% | |
| Emerald Advisers, Llc | 0.43% | 485,260 | $18,435,027 | $17,158,794 | -$1,276,233 | -6.92% | |
| Fmr Llc | 0.00% | 480,346 | $18,248,334 | $16,985,035 | -$1,263,299 | -6.92% | |
| D. E. Shaw & Co., Inc. | 0.01% | 392,792 | $14,922,168 | $13,889,125 | -$1,033,043 | -6.92% | |
| Yaupon Capital Management Lp | 0.49% | 390,353 | $14,829,510 | $13,802,882 | -$1,026,628 | -6.92% | |
| Russell Investments Group, Ltd. | 0.01% | 343,449 | $13,047,675 | $12,144,357 | -$903,318 | -6.92% | |
| Northern Trust Corp | 0.00% | 337,703 | $12,829,337 | $11,941,178 | -$888,159 | -6.92% | |
| Morgan Stanley | 0.00% | 337,348 | $12,815,858 | $11,928,625 | -$887,233 | -6.92% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.02% | 336,084 | $12,767,831 | $11,883,930 | -$883,901 | -6.92% | |
| Emerald Mutual Fund Advisers Trust | 0.40% | 299,991 | $11,396,658 | $10,607,682 | -$788,976 | -6.92% | |
| Goldman Sachs Group Inc | 0.00% | 289,600 | $11,001,904 | $10,240,256 | -$761,648 | -6.92% | |
| Hotchkis & Wiley Capital Management Llc | 0.03% | 281,037 | $10,676,596 | $9,937,468 | -$739,128 | -6.92% | |
| Envestnet Asset Management Inc | 0.00% | 266,617 | $10,128,778 | $9,427,577 | -$701,201 | -6.92% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 245,177 | $9,314,274 | $8,669,459 | -$644,815 | -6.92% |
| Qube Research & Technologies Ltd | 0.01% | 208,508 | $7,921,219 | $7,372,843 | -$548,376 | -6.92% | |
| Ubs Group Ag | 0.00% | 201,896 | $7,670,029 | $7,139,043 | -$530,986 | -6.92% | |
| Charles Schwab Investment Management Inc | 0.00% | 201,252 | $7,645,563 | $7,116,271 | -$529,292 | -6.92% | |
| Bank Of New York Mellon Corp | 0.00% | 198,591 | $7,544,459 | $7,022,178 | -$522,281 | -6.92% | |
| Vanguard Fiduciary Trust Co | 0.00% | 159,210 | $6,048,388 | $5,629,666 | -$418,722 | -6.92% | |
| Hartree Partners, Lp | 1.22% | 149,294 | $5,671,679 | $5,279,036 | -$392,643 | -6.92% | |
| Trexquant Investment Lp | 0.03% | 148,762 | $5,651,468 | $5,260,224 | -$391,244 | -6.92% | |
| Nuveen, Llc | 0.00% | 140,984 | $5,355,950 | $4,985,194 | -$370,756 | -6.92% | |
| Bank Of America Corp | 0.00% | 139,037 | $5,282,016 | $4,916,348 | -$365,668 | -6.92% | |
| Voya Investment Management Llc | 0.00% | 124,502 | $4,729,831 | $4,402,391 | -$327,440 | -6.92% | |
| Jacobs Levy Equity Management, Inc | 0.02% | 123,230 | $4,681,508 | $4,357,413 | -$324,095 | -6.92% | |
| Jpmorgan Chase & Co | 0.00% | 121,736 | $4,509,102 | $4,304,585 | -$204,517 | -4.54% | |
| Ameriprise Financial Inc | 0.00% | 114,450 | $4,347,956 | $4,046,952 | -$301,004 | -6.92% | |
| Sei Investments Co | 0.00% | 98,207 | $3,731,322 | $3,472,600 | -$258,722 | -6.93% | |
| Hite Hedge Asset Management Llc | 0.20% | 96,338 | $3,659,881 | $3,406,512 | -$253,369 | -6.92% | |
| Xtx Topco Ltd | 0.05% | 93,647 | $3,557,650 | $3,311,358 | -$246,292 | -6.92% | |
| Nfj Investment Group, Llc | 0.12% | 92,320 | $3,507,237 | $3,264,435 | -$242,802 | -6.92% | |
| Stifel Financial Corp | 0.00% | 78,150 | $2,968,846 | $2,763,384 | -$205,462 | -6.92% | |
| Royal Bank Of Canada | 0.00% | 77,046 | $2,928,000 | $2,724,347 | -$203,653 | -6.96% | |
| Martingale Asset Management L P | 0.07% | 72,686 | $2,761,342 | $2,570,177 | -$191,165 | -6.92% | |
| Aqr Capital Management Llc | 0.00% | 70,731 | $2,687,089 | $2,501,048 | -$186,041 | -6.92% | |
| Knights Of Columbus Asset Advisors Llc | 0.13% | 68,465 | $2,600,985 | $2,420,922 | -$180,063 | -6.92% |
Frequently asked questions about EE
Who are the largest institutional holders of EE?
The largest institutional holders of EE reported in the latest SEC Form 13F filings include George Kaiser Family Foundation, Wellington Management Group Llp, Blackrock, Inc., Copeland Capital Management, Llc, and Vanguard Portfolio Management Llc. InsiderSet ranks institutional holders by their latest reported EE position.
What is EE institutional ownership?
This page tracks EE positions reported by institutional investment managers through SEC Form 13F. EXCELERATE ENERGY INC-A (EE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EE?
InsiderSet currently tracks 207 institutional managers reporting EE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EE shareholders.
How much EE stock do institutions own?
Institutional investment managers disclosed approximately $1.23B in EE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EE institutional ownership last updated?
The latest EE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EE position after the reporting date.
Are institutions buying or selling EE?
Institutional buying and selling can be analyzed by comparing EE positions across consecutive 13F reporting periods. InsiderSet's EE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EE ownership changes.
How has EE institutional ownership changed over time?
InsiderSet tracks EE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.