Excelerate Energy Ownership | Who Owns Excelerate Energy?


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Excelerate Energy Ownership Summary


Excelerate Energy is owned by 102.11% institutional investors, 1.93% insiders. George kaiser family foundation is the largest institutional shareholder, holding 24.53% of EE shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.37% of its assets in Excelerate Energy shares.

EE Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockExcelerate Energy102.11%1.93%-4.04%
SectorUtilities Stocks42.99%8.09%48.92%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
George kaiser family foundation7.85M24.53%$262.49M
Wellington management group llp2.63M8.23%$88.03M
Vanguard group2.41M7.52%$67.46M
Blackrock funding, inc. /de1.89M5.91%$63.24M
Blackrock1.42M5.44%$26.23M
Copeland capital management1.58M4.95%$52.96M
Tortoise capital advisors1.18M3.70%$39.54M
Ranger investment management897.04K2.80%$29.98M
Fmr838.99K2.62%$28.04M
Neuberger berman group749.18K2.34%$25.04M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
George kaiser family foundation7.85M29.73%$262.49M
Ranger investment management897.04K2.17%$29.98M
Copeland capital management1.58M1.18%$52.96M
Hiddenite capital partners lp125.00K1.10%$4.18M
Hite hedge asset management528.01K1.00%$17.65M
Corton capital12.14K0.75%$305.73K
Counterpoint mutual funds125.39K0.63%$4.19M
Cushing asset management, lp325.00K0.54%$10.86M
Kayne anderson capital advisors lp646.53K0.41%$21.61M
Tortoise capital advisors1.18M0.41%$39.54M

Top Buyers

HolderShares% AssetsChange
Copeland capital management1.58M1.18%491.65K
Hite hedge asset management528.01K1.00%336.08K
Mirae asset global etfs343.37K0.02%332.31K
Cushing asset management, lp325.00K0.54%325.00K
D. e. shaw343.49K0.01%206.59K

Top Sellers

HolderShares% AssetsChange
Wellington management group llp2.63M0.02%-973.01K
Sourcerock group---388.20K
Ranger investment management897.04K2.17%-323.56K
Timessquare capital management671.94K0.38%-277.78K
Kayne anderson capital advisors lp646.53K0.41%-264.59K

New Positions

HolderShares% AssetsChangeValue
Cushing asset management, lp325.00K0.54%325.00K$10.86M
Vanguard fiduciary trust154.33K0.00%154.33K$5.16M
Two sigma investments, lp130.54K0.00%130.54K$4.36M
Hiddenite capital partners lp125.00K1.10%125.00K$4.18M
Trexquant investment lp83.30K0.02%83.30K$2.78M

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 %
Mar 31, 202621812.95%32,692,046-1.93%1020.94%11910.19%6219.23%
Dec 31, 202595-47.22%18,824,989-42.05%580.55%51-44.57%23-64.06%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv760.69K2.37%-
Ranger Small Cap718.53K2.24%-265.00K
Kayne Anderson Energy Infrastructure705.10K2.20%-
Tortoise Energy Infrastructure TR Ins639.09K1.99%20.14K
iShares Russell 2000 ETF565.80K1.76%4.75K
Vanguard Small Cap Index553.14K1.72%-2.35K
American Century Heritage Inv390.69K1.56%-519.63K
American Century US Opport. Mid Cap Gr390.69K1.56%-519.63K
Fidelity Enhanced Small Cap Core ETF466.20K1.45%-5.41K
Fidelity Enhanced Small Cap ETF466.20K1.45%-5.41K

Recent Insider Transactions


DateNameRoleActivityValue
Mar 20, 2026Simpson Oliver See RemarksSell$204.90K
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

Insider Transactions Trends


DateBuySell
2026 Q1-1
2025 Q4--
2025 Q1--
2024 Q4--
2024 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, 24.53%), Wellington management group llp (2.63M shares, 8.23%), and Vanguard group (2.41M shares, 7.52%). Together, they hold 40.28% 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 29.73% of its assets in 7.85M Excelerate Energy shares, valued at 262.49M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Excelerate Energy shares, with 2.37% of its total shares outstanding invested in 760.69K Excelerate Energy shares.

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