EXCELERATE ENERGY INC EE
CL A COM · Common Stock · CUSIP 30069T101 · ISIN US30069T1016
- SectorUtilities
- IndustryNatural Gas Distribution
- HeadquartersThe Woodlands, TX
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($13.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $37.98. Options: 5 managers hold calls ($1.7m notional), 4 hold puts ($5.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 102 |
| Q4 2022 | 121 |
| Q1 2023 | 111 |
| Q2 2023 | 110 |
| Q3 2023 | 114 |
| Q4 2023 | 119 |
| Q1 2024 | 117 |
| Q2 2024 | 128 |
| Q3 2024 | 126 |
| Q4 2024 | 163 |
| Q1 2025 | 179 |
| Q2 2025 | 201 |
| Q3 2025 | 183 |
| Q4 2025 | 191 |
| Q1 2026 | 220 |
| Q2 2026 | 223 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 57 | 67 |
| Q4 2024 | 88 | 56 |
| Q1 2025 | 89 | 75 |
| Q2 2025 | 132 | 64 |
| Q3 2025 | 95 | 110 |
| Q4 2025 | 104 | 81 |
| Q1 2026 | 118 | 92 |
| Q2 2026 | 115 | 98 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $5.9m | $14.5k | 0.00 |
| Q4 2025 | $6.7m | $2.1m | 0.31 |
| Q1 2026 | $2.6m | $3.6m | 1.38 |
| Q2 2026 | $1.7m | $5.1m | 3.00 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +705.6k |
| Copeland Capital Management, LLC | Added | +389.0k |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | Added | +325.0k |
| TimesSquare Capital Management, LLC | Added | +278.3k |
| Yaupon Capital Management LP | Added | +193.4k |
| EMERALD ADVISERS, LLC | Added | +169.6k |
| Hartree Partners, LP | New | +149.3k |
| BlackRock, Inc. | Added | +122.5k |
| EMERALD MUTUAL FUND ADVISERS TRUST | Added | +110.8k |
| Nuveen, LLC | Added | +96.3k |
Biggest sellers
| HITE Hedge Asset Management LLC | Reduced | -431.7k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -374.8k |
| FMR LLC | Reduced | -358.6k |
| JPMORGAN CHASE & CO | Reduced | -317.9k |
| Qube Research & Technologies Ltd | Reduced | -296.8k |
| Invesco Ltd. | Reduced | -149.5k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -131.0k |
| Counterpoint Mutual Funds LLC | Sold out | -125.4k |
| Hiddenite Capital Partners LP | Sold out | -125.0k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -110.8k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $649.6k17.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $550.9k14.5k shares |
| Caption Management, LLC | Reduced | $277.3k7.3k shares |
| IMC-Chicago, LLC | New | $216.5k5.7k shares |
| SIMPLEX TRADING, LLC | New | $7.6k200 shares |
Biggest puts
| Caption Management, LLC | Added | $3.8m100.0k shares |
| JANE STREET GROUP, LLC | New | $520.5k13.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $417.9k11.0k shares |
| CITADEL ADVISORS LLC | Reduced | $376.1k9.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution +2.3 pts · filed 2026-07-08 | 10.5% |
| Copeland Capital Management, LLC 13G · institution -0.1 pts · filed 2026-10-13 | 6.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26), Ranger Investment Management, L.P. (3.9%, 2025-12-29)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $204.9k | $204.9k |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| George Kaiser Family Foundation 28.65% of their portfolio | 7.9m $298.4m | Unchanged |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 3.3m $126.9m | Added +705.6k |
| BlackRock, Inc. 0.00% of their portfolio | 2.0m $76.5m | Added +122.5k |
| Copeland Capital Management, LLC 1.54% of their portfolio | 2.0m $75.0m | Added +389.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 1.2m $46.8m | Reduced -59.4k |
| TORTOISE CAPITAL ADVISORS, L.L.C. 0.45% of their portfolio | 1.2m $44.3m | Reduced -17.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 994.4k $37.8m | Reduced -62.3k |
| TimesSquare Capital Management, LLC 0.53% of their portfolio | 950.2k $36.1m | Added +278.3k |
| Ranger Investment Management, L.P. 2.19% of their portfolio | 912.3k $34.7m | Added +15.3k |
| KAYNE ANDERSON CAPITAL ADVISORS LP 0.50% of their portfolio | 664.6k $25.2m | Added +18.0k |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1.10% of their portfolio | 650.0k $24.7m | Added +325.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 616.6k $23.4m | Added +32.5k |
| STATE STREET CORP 0.00% of their portfolio | 572.4k $21.7m | Added +20.3k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 514.3k $19.5m | Added +17.4k |
| EMERALD ADVISERS, LLC 0.43% of their portfolio | 485.3k $18.4m | Added +169.6k |
| FMR LLC 0.00% of their portfolio | 480.3k $18.2m | Reduced -358.6k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 392.8k $14.9m | Added +49.3k |
| Yaupon Capital Management LP 0.49% of their portfolio | 390.4k $14.8m | Added +193.4k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 374.4k $14.2m | Reduced -374.8k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 343.4k $13.0m | Added +18.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 337.7k $12.8m | Added +31.9k |
| MORGAN STANLEY 0.00% of their portfolio | 337.3k $12.8m | Reduced -63.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% of their portfolio | 336.1k $12.8m | Reduced -7.3k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.40% of their portfolio | 300.0k $11.4m | Added +110.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 289.6k $11.0m | Added +46.8k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 281.0k $10.7m | Added +37.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 266.6k $10.1m | Added +36.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 245.2k $9.3m | Reduced -40.3k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 208.5k $7.9m | Reduced -296.8k |
| UBS Group AG 0.00% of their portfolio | 201.9k $7.7m | Added +46.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 201.3k $7.6m | Added +3.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 198.6k $7.5m | Added +3.1k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 159.2k $6.0m | Added +4.9k |
| Hartree Partners, LP 1.22% of their portfolio | 149.3k $5.7m | New |
| Trexquant Investment LP 0.03% of their portfolio | 148.8k $5.7m | Added +65.5k |
| Nuveen, LLC 0.00% of their portfolio | 141.0k $5.4m | Added +96.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 139.0k $5.3m | Reduced -11.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 124.5k $4.7m | Reduced -5.6k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio | 123.2k $4.7m | Reduced -43.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 121.7k $4.5m | Reduced -317.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 114.5k $4.3m | Added +11.9k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 98.2k $3.7m | Added +16.8k |
| HITE Hedge Asset Management LLC 0.20% of their portfolio | 96.3k $3.7m | Reduced -431.7k |
| XTX Topco Ltd 0.05% of their portfolio | 93.6k $3.6m | Added +28.7k |
| NFJ INVESTMENT GROUP, LLC 0.12% of their portfolio | 92.3k $3.5m | Unchanged |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 78.2k $3.0m | Added +11.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 77.0k $2.9m | Added +11.3k |
| MARTINGALE ASSET MANAGEMENT L P 0.07% of their portfolio | 72.7k $2.8m | Reduced -9.3k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 70.7k $2.7m | Added +29.4k |
| Knights of Columbus Asset Advisors LLC 0.13% of their portfolio | 68.5k $2.6m | Added +17.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 66.5k $2.5m | New |
| Susquehanna Portfolio Strategies, LLC 0.04% of their portfolio | 66.1k $2.5m | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 65.4k $2.5m | Added +24.5k |
| Aventail Capital Group, LP 0.13% of their portfolio | 61.8k $2.3m | New |
| CITIGROUP INC 0.00% of their portfolio | 49.9k $1.9m | Reduced -13.4k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 49.1k $1.9m | Added +1.6k |
| Swiss National Bank 0.00% of their portfolio | 48.3k $1.8m | Added +800 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 48.3k $1.8m | Added +7.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 47.7k $1.8m | Added +16.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 47.4k $1.8m | Added +2.9k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 40.2k $1.5m | Reduced -3.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 36.8k $1.4m | Added +13.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 36.5k $1.2m | Added +10.4k |
| Squarepoint Ops LLC 0.00% of their portfolio | 35.7k $1.4m | Reduced -43.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 34.7k $1.3m | Added +2.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 33.7k $1.3m | Added +1.7k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 33.3k $1.3m | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 31.3k $1.2m | Added +3.9k |
| HUNTINGTON NATIONAL BANK 0.01% of their portfolio | 30.0k $1.1m | Added +5 |
| CREDIT AGRICOLE S A 0.00% of their portfolio | 30.0k $1.1m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 27.3k $1.0m | Added +5.5k |
| Pacer Advisors, Inc. 0.00% of their portfolio | 26.7k $1.0m | Reduced -5.5k |
| Jain Global LLC 0.01% of their portfolio | 26.7k $1.0m | New |
| HARBOR CAPITAL ADVISORS, INC. 0.07% of their portfolio | 25.5k $967.0k | Added +9.3k |
| F/m Investments LLC 0.05% of their portfolio | 24.7k $939.7k | Added +2.0k |
| Engineers Gate Manager LP 0.01% of their portfolio | 24.4k $926.7k | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 24.1k $914.6k | Reduced -131.0k |
| BAILARD, INC. 0.02% of their portfolio | 24.0k $911.8k | Unchanged |
| FOX RUN MANAGEMENT, L.L.C. 0.15% of their portfolio | 23.9k $906.9k | Reduced -4.5k |
| EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio | 23.5k $891.5k | Reduced -7.9k |
| Legal & General Group Plc 0.00% of their portfolio | 22.1k $840.6k | Added +7.5k |
| Caption Management, LLC 0.03% of their portfolio | 22.0k $835.8k | Reduced -8.6k |
| STRS OHIO 0.00% of their portfolio | 21.7k $824.4k | Added +2.6k |
| Bridgewater Associates, LP 0.00% of their portfolio | 21.1k $801.1k | Reduced -17.6k |
| Abacus Planning Group, Inc. 0.10% of their portfolio | 21.0k $797.8k | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 20.1k $765.0k | Added +2.1k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 19.7k $748.4k | Reduced -110.8k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 19.5k $742.4k | Added +5.2k |
| Invesco Ltd. 0.00% of their portfolio | 19.1k $725.3k | Reduced -149.5k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 19.0k $723.2k | Reduced -7.8k |
| Quantinno Capital Management LP 0.00% of their portfolio | 17.0k $644.0k | Added +5.9k |
| Quantbot Technologies LP 0.02% of their portfolio | 16.3k $618.2k | Added +2.6k |
| Vestcor Inc 0.01% of their portfolio | 15.8k $598.0k | Unchanged |
| SG Americas Securities, LLC 0.00% of their portfolio | 15.7k $595.0k | Reduced -5.6k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 14.7k $558.7k | Added +799 |
| Vident Advisory, LLC 0.00% of their portfolio | 14.3k $541.4k | Reduced -2.0k |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 14.0k $531.6k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 13.8k $525.4k | Added +1.7k |
| BESSEMER GROUP INC 0.00% of their portfolio | 12.9k $489.0k | Added +1.7k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 12.8k $484.4k | Reduced -16.1k |