Excelerate Energy Ownership | Who Owns Excelerate Energy?


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Excelerate Energy Ownership Summary


Excelerate Energy is owned by 58.82% institutional investors, 1.05% insiders, and 40.12% retail investors. George kaiser family foundation is the largest institutional shareholder, holding 24.54% of EE shares. Ranger Small Cap is the top mutual fund, with 3.07% of its assets in Excelerate Energy shares.

EE Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockExcelerate Energy58.82%1.05%40.12%
SectorUtilities Stocks35.28%8.46%56.27%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
George kaiser family foundation7.85M24.54%$220.31M
Wellington management group llp2.89M9.17%$72.75M
Vanguard group2.41M7.52%$67.46M
Blackrock funding, inc. /de1.91M5.96%$53.50M
Blackrock1.42M5.44%$26.23M
Tortoise capital advisors1.21M3.85%$30.55M
Ranger investment management1.22M3.81%$34.24M
Copeland capital management1.09M3.42%$30.66M
Timessquare capital management949.72K2.97%$26.64M
Kayne anderson capital advisors lp781.62K2.48%$19.69M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
George kaiser family foundation7.85M29.48%$220.31M
Ranger investment management1.22M2.35%$34.24M
Geosphere capital management205.00K1.89%$5.75M
Hartree partners, lp138.09K1.20%$3.48M
Sir capital management401.63K0.91%$10.12M
Corton capital12.14K0.75%$305.73K
Copeland capital management1.09M0.68%$30.66M
Sourcerock group375.23K0.64%$9.45M
Jackson creek investment advisors53.32K0.44%$1.50M
Kayne anderson capital advisors lp781.62K0.43%$19.69M

Top Buyers

HolderShares% AssetsChange
Copeland capital management1.09M0.68%1.09M
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

Top Sellers

HolderShares% AssetsChange
Ranger investment management1.22M2.35%-393.49K
Yaupon capital management lp46.99K0.05%-278.01K
Ameriprise financial147.76K0.00%-260.96K
Westwood group---240.91K
Nuveen45.92K0.00%-187.00K

New Positions

HolderShares% AssetsChangeValue
Copeland capital management1.09M0.68%1.09M$30.66M
Hite hedge asset management189.81K0.26%189.81K$4.78M
Hartree partners, lp138.09K1.20%138.09K$3.48M
Stifel financial68.66K0.00%68.66K$1.93M
Norges bank37.30K0.00%37.30K$1.13M

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 %
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%
Dec 31, 202463-48.78%5,623,032-75.89%220.26%36-43.75%18-57.14%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Ranger Small Cap983.52K3.07%-281.83K
Kayne Anderson Energy Infrastructure705.10K2.20%-
Vanguard Total Stock Mkt Idx Inv702.99K2.20%-
Tortoise Energy Infrastructure TR Ins618.94K1.93%-
iShares Russell 2000 ETF575.94K1.80%133.84K
Vanguard Small Cap Index544.30K1.70%-1.36K
American Century Heritage Inv390.69K1.56%-519.63K
American Century US Opport. Mid Cap Gr390.69K1.56%-519.63K
Fidelity Enhanced Small Cap ETF428.78K1.34%2.08K
CREF Stock R1325.54K1.30%-37.02K

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
2026 Q1--
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, 24.54%), Wellington management group llp (2.89M shares, 9.17%), and Vanguard group (2.41M shares, 7.52%). Together, they hold 41.23% 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 29.48% of its assets in 7.85M Excelerate Energy shares, valued at 220.31M$.

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 3.07% of its total shares outstanding invested in 983.52K Excelerate Energy shares.

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