EE Institutional Ownership
Who owns Excelerate Energy, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 222 funds reported holding EE at Jun 30, 2026.
- ▲114 buying vs 97 selling
- ●Shares held by funds +0.3%
- ▲Funds holding +3
- ▼Superinvestors: 1 added, 4 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 222 | 219 | +1.4% |
| In funds' top 10 | 2 | 2 | 0.0% |
| 13F shares | 33M | 32.9M | +0.3% |
| Held by funds | – | – | – |
| New positions | 35 | 57 | −38.6% |
| Increased | 79 | 62 | +27.4% |
| Reduced | 64 | 63 | +1.6% |
| Sold out | 33 | 29 | +13.8% |
| Calls (shares) | 7,300 | 37K | −80.4% |
| Puts (shares) | 100K | 82K | +22.1% |
| Put/call ratio | 13.70 | 2.20 | +522.2% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in EE
All superinvestors →
Who owns EE
share of fund held shares- Index and passive funds20.4%
- Active managers and hedge funds49.3%
- Banks and brokers6.2%
- Pensions, insurers and other24.2%
The top 10 holders own 63.9% of all EE shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
38 funds changed their position- TimesSquare Capital Management, LLCTrimmed−97K sh
- Copeland Capital Management, LLCTrimmed−51K sh
- Abacus Planning Group, Inc.Sold out−21K sh
- SummerHaven Investment Management, LLCNew+23K sh
- Strs OhioAdded+7,800 sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | George Kaiser Family Foundation | – | 7.9M | $298M | 0 |
| 2 | Wellington Management Group LLP | – | 3.3M | $127M | +706K |
| 3 | BlackRock, Inc. | – | 2M | $76.5M | +122K |
| 4 | Copeland Capital Management, LLC | – | 2M | $75M | +389K |
| 5 | Vanguard Portfolio Management LLC | – | 1.2M | $46.8M | −59K |
| 6 | Tortoise Capital Advisors, L.l.c. | – | 1.2M | $44.3M | −17K |
| 7 | Vanguard Capital Management LLC | – | 994K | $37.8M | −62K |
| 8 | TimesSquare Capital Management, LLC | – | 950K | $36.1M | +278K |
| 9 | Ranger Investment Management, L.P. | – | 912K | $34.7M | +15K |
| 10 | Kayne Anderson Capital Advisors LP | – | 665K | $25.2M | +18K |
- Wellington Management Group LLP+706K sh+$26.8M
- Copeland Capital Management, LLC+389K sh+$14.8M
- CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT+325K sh+$12.3M
- TimesSquare Capital Management, LLC+278K sh+$10.6M
- Yaupon Capital Management LP+193K sh+$7.3M
- Emerald Advisers, LLC+170K sh+$6.4M
- Hartree Partners, LP+149K sh+$5.7M
- BlackRock, Inc.+122K sh+$4.7M
- HITE Hedge Asset Management LLC−432K sh−$16.4M
- Neuberger Berman Group LLC−375K sh−$14.2M
- Fmr LLC−359K sh−$13.6M
- Jpmorgan Chase & Co−318K sh−$11.8M
- Qube Research & Technologies Ltd−297K sh−$11.3M
- Invesco Ltd.−150K sh−$5.7M
- Victory Capital Management Inc−131K sh−$5M
- Two Sigma Investments, LP−111K sh−$4.2M
EE institutional ownership FAQ
Who owns the most EE stock?
In Q2 2026 13F filings the largest holder of EE was George Kaiser Family Foundation, followed by Wellington Management Group LLP and BlackRock, Inc.. Index fund managers are usually the biggest holders of large companies.
What percentage of EE is owned by institutions?
222 funds reported holding 33M EE shares at Jun 30, 2026.
Are hedge funds buying EE?
In Q2 2026, 114 funds bought EE (35 of them new positions) and 97 sold (33 sold out completely). Among well known investors, 1 added and 4 cut. Our fund sentiment for EE is neutral.
What is EE's institutional put/call ratio?
Funds reported $3.8M of EE puts against $277K of calls, a put/call ratio of 13.70 (2.20 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this EE ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.