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Excelerate Energy Ownership | Who Owns Excelerate Energy?

OverviewForecastRevenueFinancialsChartTranscripts

Excelerate Energy Ownership Summary

Excelerate Energy is owned by 63.77% institutional investors, 1.11% insiders, and 35.12% retail investors. George kaiser family foundation is the largest institutional shareholder, holding 24.94% of EE shares. Ranger Small Cap is the top mutual fund, with 4.09% of its assets in Excelerate Energy shares.

EE Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockExcelerate Energy63.77%1.11%35.12%
SectorUtilities Stocks39.62%7.97%52.41%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
George kaiser family foundation7.85M24.94%$197.85M
Wellington management group llp2.89M9.17%$72.75M
Vanguard group2.39M7.60%$60.29M
Blackrock funding, inc. /de1.90M6.02%$47.78M
Blackrock1.42M5.44%$26.23M
Ranger investment management1.61M5.13%$40.66M
Tortoise capital advisors1.21M3.85%$30.55M
Timessquare capital management924.12K2.93%$23.28M
Kayne anderson capital advisors lp781.62K2.48%$19.69M
Neuberger berman group692.77K2.20%$17.45M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
George kaiser family foundation7.85M27.76%$197.85M
Geosphere capital management180.00K3.44%$4.53M
Ranger investment management1.61M2.83%$40.66M
Hartree partners, lp138.09K1.20%$3.48M
Sir capital management401.63K0.91%$10.12M
Corton capital12.14K0.75%$305.73K
Sourcerock group375.23K0.64%$9.45M
Amitell capital pte29.24K0.45%$736.66K
Kayne anderson capital advisors lp781.62K0.43%$19.69M
Jackson creek investment advisors56.12K0.41%$1.41M

Top Buyers

HolderShares% AssetsChange
Wellington management group llp2.89M0.01%433.01K
Fmr612.46K0.00%397.45K
Kayne anderson capital advisors lp781.62K0.43%340.75K
Sourcerock group375.23K0.64%335.23K
Squarepoint ops348.39K0.01%239.36K

Top Sellers

HolderShares% AssetsChange
Goldman sachs group289.43K0.00%-574.87K
Yaupon capital management lp46.99K0.05%-278.01K
Vanguard group2.39M0.00%-263.12K
Ameriprise financial147.76K0.00%-260.96K
Westwood group---240.91K

New Positions

HolderShares% AssetsChangeValue
Hite hedge asset management189.81K0.26%189.81K$4.78M
Hartree partners, lp138.09K1.20%138.09K$3.48M
Knights of columbus asset advisors73.25K0.11%73.25K$1.85M
Boston partners38.13K0.00%38.13K$960.49K
Hrt financial lp37.74K0.00%37.74K$950.00K

Sold Out

HolderChange
Skopos labs-3.00
Corecap advisors-11.00
Geneos wealth management-18.00
Parkside financial bank & trust-20.00
C m bidwell & associates-20.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202585-57.50%20,080,558-39.51%630.57%42-68.18%31-29.55%
Jun 30, 202520013.64%33,194,95939.74%1051.07%13246.67%44-27.87%
Mar 31, 20258-95.09%3,322,037-86.04%130.15%6-94.00%2-95.45%
Dec 31, 202463-48.78%5,623,032-75.89%220.26%36-43.75%18-57.14%
Sep 30, 2024122-3.94%23,323,653-0.04%931.17%63-12.50%4216.67%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Ranger Small Cap1.31M4.09%-70.99K
Vanguard Total Stock Mkt Idx Inv667.23K2.08%-14.81K
Tortoise Energy Infrastructure TR Ins608.89K1.90%239.03K
iShares Russell 2000 ETF569.44K1.78%-
Vanguard Small Cap Index543.65K1.70%-3.59K
American Century Heritage Inv390.69K1.56%-519.63K
American Century US Opport. Mid Cap Gr390.69K1.56%-519.63K
Ranger Micro Cap330.56K1.36%330.56K
CREF Stock R1325.54K1.30%-37.02K
NYLI Cushing® MLP Premier Class I290.00K1.16%-

Recent Insider Transactions

DateNameRoleActivityValue
Apr 18, 2022Kleemeier Henry G Buy$120.00K
Apr 18, 2022Bent Michael Anthony See RemarksBuy$180.00K
Apr 18, 2022Bustos Daniel H See RemarksBuy$3.38M
Apr 18, 2022Kobos Steven M President and CEOBuy$6.37M
Apr 18, 2022Broussard Amy Thompson See RemarksBuy$36.00K

Insider Transactions Trends

DateBuySell
2025 Q1--
2024 Q4--
2024 Q1--
2023 Q4--
2023 Q1--

EE Ownership FAQ

Who owns the most shares of Excelerate Energy?

Excelerate Energy’s largest shareholders are George kaiser family foundation (7.85M shares, 24.94%), Wellington management group llp (2.89M shares, 9.17%), and Vanguard group (2.39M shares, 7.60%). Together, they hold 41.71% of Excelerate Energy’s total shares outstanding.

Does Blackrock own Excelerate Energy?

Yes, BlackRock owns 5.44% of Excelerate Energy, totaling 1.42M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 26.23M$. In the last quarter, BlackRock decreased its holdings by -5.896K shares, a -0.41% change.

Who is Excelerate Energy’s biggest shareholder by percentage of total assets invested?

George kaiser family foundation is Excelerate Energy’s biggest shareholder by percentage of total assets invested, with 27.76% of its assets in 7.85M Excelerate Energy shares, valued at 197.85M$.

Who is the top mutual fund holder of Excelerate Energy shares?

Ranger Small Cap is the top mutual fund holder of Excelerate Energy shares, with 4.09% of its total shares outstanding invested in 1.31M Excelerate Energy shares.

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