Excelerate Energy Ownership | Who Owns Excelerate Energy?


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Excelerate Energy Ownership Summary


Excelerate Energy is owned by 22.48% institutional investors, 3.12% insiders, and 74.40% retail investors. George kaiser family foundation is the largest institutional shareholder, holding 31.41% of EE shares. Ranger Small Cap is the top mutual fund, with 5.78% of its assets in Excelerate Energy shares.

EE Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockExcelerate Energy22.48%3.12%74.40%
SectorUtilities Stocks49.95%8.87%41.18%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
George kaiser family foundation7.85M31.41%$237.59M
Vanguard group2.08M8.33%$62.99M
Ranger investment management1.72M6.90%$52.17M
Blackrock funding, inc. /de1.50M5.99%$45.28M
Blackrock1.42M5.44%$26.23M
Tortoise capital advisors756.12K3.02%$22.87M
Ubs group473.93K1.90%$14.34M
Timessquare capital management458.00K1.83%$13.85M
D. e. shaw435.29K1.74%$13.17M
State street424.77K1.70%$12.85M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
George kaiser family foundation7.85M35.00%$237.59M
Ranger investment management1.72M3.29%$52.17M
Viking fund management100.00K0.47%$3.02M
Kings path partners32.49K0.42%$982.73K
Tortoise capital advisors756.12K0.29%$22.87M
Corton capital15.37K0.27%$464.85K
Timessquare capital management458.00K0.20%$13.85M
Aventail capital group, lp100.00K0.16%$3.02M
Pdt partners49.93K0.13%$1.51M
Legacy capital group california13.69K0.13%$414.06K

Top Buyers

HolderShares% AssetsChange
Ubs group473.93K0.00%463.24K
Timessquare capital management458.00K0.20%458.00K
Morgan stanley331.35K0.00%213.73K
Wellington management group llp195.73K0.00%195.73K
Raymond james financial182.14K0.00%182.14K

Top Sellers

HolderShares% AssetsChange
Voya investment management237.96K0.01%-292.04K
Sir capital management---278.05K
Westwood group---240.91K
Nuveen asset management252.52K0.00%-181.51K
Cushing asset management, lp---110.00K

New Positions

HolderShares% AssetsChangeValue
Timessquare capital management458.00K0.20%458.00K$13.85M
Wellington management group llp195.73K0.00%195.73K$5.92M
Raymond james financial182.14K0.00%182.14K$5.51M
Susquehanna fundamental investments94.95K0.04%94.95K$2.87M
Harvest fund management53.69K0.08%53.69K$1.62M

Sold Out

HolderChange
Parallel advisors-12.00
Covestor-34.00
Capital performance advisors llp-38.00
Kelly financial services-55.00
Nelson, van denburg & campbell wealth management group-97.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Jun 30, 20241267.69%23,333,1660.73%891.15%7122.41%36-12.20%
Mar 31, 2024117-0.85%23,164,788-1.83%881.09%58-14.71%4157.69%
Dec 31, 20231185.36%23,595,587-0.40%891.10%6838.78%26-35.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Ranger Small Cap1.38M5.78%-20.59K
Vanguard Total Stock Mkt Idx Inv553.74K2.32%-
iShares Russell 2000 ETF461.32K1.93%-4.01K
Vanguard Small Cap Index402.68K1.69%336.00
American Century Heritage Inv390.69K1.56%-519.63K
American Century US Opport. Mid Cap Gr390.69K1.56%-519.63K
Tortoise Energy Infrastructure TR Ins369.86K1.55%-
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, 31.41%), Vanguard group (2.08M shares, 8.33%), and Ranger investment management (1.72M shares, 6.90%). Together, they hold 46.63% 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 35.00% of its assets in 7.85M Excelerate Energy shares, valued at 237.59M$.

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 5.78% of its total shares outstanding invested in 1.38M Excelerate Energy shares.

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