Excelerate Energy, Inc.· EE

🇺🇸 US · MidBroad USNYSE

EnergyOil & Gas MidstreamWebsite

Price: $39.20
Day: +0.44%
Mkt Cap: $4.53B
52W Range: $21.29 – $43.18
Volume: 239.2K
Beta: 1.22

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Excelerate Energy, Inc.

EE|Energy|Oil & Gas Midstream

Current price: $39

Smart Money

Dimension 5 of 5

Insider Activity, Q1 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$204.9K

Net share flow-6.0K

Purchases0 ($0)

Sales1 ($204.9K)

Top Notable Transactions

Insider

Type

Value

Date

Kobos Steven M

Purchase

$6.4M

Apr 18

Bustos Daniel H

Purchase

$3.4M

Apr 18

PARKS MICHAEL K

Sale

$708.9K

Dec 21

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership102.8%

13F share flow+15.0%

Investors holding225

+183 adding-99 reducing

122

New 61Inc 122Red 65Closed 34

Top Institutional Holders

Institution

Value

Change

GEORGE KAISER FAMILY FOUNDATION

$262.5M

-0.0%

WELLINGTON MANAGEMENT GROUP LLP

$88.0M

-27.0%

BLACKROCK, INC.

$63.2M

-0.8%

COPELAND CAPITAL MANAGEMENT, LLC

$53.0M

+44.9%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting112

Total shares held10.5M

Share flow-0.4%

30 buying20 selling

Buying 30Unchanged 68Selling 20

Top Fund Holders

Fund

Weight

Change

Neuberger Berman MLP & Energy Income Fund Inc.

250.0K

130.38%

-26.0K

Ultimus Managers Trust

162.7K

1.35%

WisdomTree Trust

133.6K

0.00%

JPMORGAN TRUST II

113.6K

0.01%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore EE on stockoscope.com→

Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

EE Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.3/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-6

Institutional Flow

50% weight

+32

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.3/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for EE

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q1 2026

1 sale totaling $204.9K (6.0K shares)

Limited history to compare against

Sell-only pattern: no insider purchases across 7 quarters

Notable Recent Transactions, EE

Top 8 highest-value recent insider trades

Kobos Steven M

CEO

Buy

265,258 shares at $24.00

Apr 18, 2022$6.37M

Bustos Daniel H

Director

Buy

140,777 shares at $24.00

Apr 18, 2022$3.38M

PARKS MICHAEL K

Director

Sell

22,146 shares at $32.01

Dec 21, 2012$708.89K

Waldo Robert

Director

Buy

20,833 shares at $24.00

Apr 18, 2022$499.99K

SIEGEL ERIC B

Director

Sell

7,406 shares at $66.40

Aug 15, 2019$491.76K

YAMARONE CHARLES

Director

Sell

19,400 shares at $14.30

Jun 2, 2004$277.42K

YAMARONE CHARLES

Director

Sell

5,500 shares at $45.16

May 11, 2016$248.38K

SIEGEL ERIC B

Director

Sell

3,500 shares at $66.41

Aug 15, 2019$232.44K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for EE

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

102.8% institutional ownership

Moderate accumulation: 183 adding vs 99 reducing

13F shares decreased by 1.3%, a modest change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+24 growing-196 shrinkingNet: -172

184

New (6)

Increased (18)

Reduced (12)

Closed (184)

Top Institutional Holders, EE

Largest 8 institutional positions by ownership percentage as of Q2 2026

COPELAND CAPITAL MANAGEMENT, LLC

2.0M

$75.0M

Ownership

6.15%

+24.5%

CUSHING ASSET MANAGEMENT, LP

650.0K

$24.7M

Ownership

2.03%

+100.0%

ENVESTNET ASSET MANAGEMENT INC

266.6K

$10.1M

Ownership

0.83%

+15.8%

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

68.5K

$2.6M

Ownership

0.21%

+35.4%

CITIGROUP INC

49.9K

$1.9M

Ownership

0.16%

-21.1%

PRINCIPAL FINANCIAL GROUP INC

34.7K

$1.3M

Ownership

0.11%

+7.0%

BAILARD, INC.

24.0K

$911.8K

Ownership

0.07%

No change

FOX RUN MANAGEMENT, L.L.C.

23.9K

$906.9K

Ownership

0.07%

-15.8%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 118 ETFs and mutual funds reporting

30 buying20 sellingNet: +10

Buying (30)

Unchanged (68)

Selling (20)

Bullish Signal

Funds accumulating in Q2 2026

118 ETFs and mutual funds reporting

30 funds buying vs 20 selling

Top Fund Holders, EE

Largest 8 ETF and mutual fund positions by shares held as of latest filing

Neuberger Berman MLP & Energy Income Fund Inc.

250.0K

Weight

130.38%

Decreased

Ultimus Managers Trust

162.7K

Weight

1.35%

No change

WisdomTree Trust

133.6K

Weight

0.00%

No change

JPMORGAN TRUST II

113.6K

Weight

0.01%

No change

iSHARES TRUST

41.2K

Weight

0.00%

Decreased

Voya EQUITY TRUST

39.6K

Weight

0.37%

Decreased

Invesco Exchange-Traded Fund Trust II

38.5K

Weight

0.01%

Increased

VALIC Co I

20.6K

Weight

0.01%

Decreased

Excelerate Energy, Inc.· EE

Holdings Analysis

Insider Trading Activity

1.3Transaction History62Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings69Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History62Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings69Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights