Excelerate Energy Ownership | Who Owns Excelerate Energy?

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Excelerate Energy Ownership Summary

Excelerate Energy is owned by 89.19% institutional investors, 2.36% insiders, and 8.46% retail investors. George kaiser family foundation is the largest institutional shareholder, holding 30.02% of EE shares. Ranger Small Cap is the top mutual fund, with 5.70% of its assets in Excelerate Energy shares.

EE Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Excelerate Energy	89.19%	2.36%	8.46%
Sector	Utilities Stocks	58.32%	6.53%	35.15%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
George kaiser family foundation	7.85M	30.02%	$144.83M
Vanguard group	2.11M	8.06%	$38.87M
Blackrock	1.42M	5.44%	$26.23M
Ranger investment management	1.37M	5.25%	$25.33M
Tortoise capital advisors	814.09K	3.11%	$15.01M
Millennium management	675.76K	2.58%	$12.46M
Voya investment management	615.70K	2.35%	$11.35M
Nuveen asset management	512.93K	1.96%	$9.46M
American century companies	470.08K	1.80%	$8.67M
State street	418.44K	1.60%	$7.72M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
George kaiser family foundation	7.85M	25.59%	$144.83M
Ranger investment management	1.37M	1.72%	$25.33M
Sir capital management	362.96K	0.67%	$6.69M
Viking fund management	140.00K	0.46%	$2.58M
Tortoise capital advisors	814.09K	0.20%	$15.01M
Scout investments	231.33K	0.11%	$4.27M
Abacus planning group	26.50K	0.09%	$488.66K
Algert global	103.84K	0.06%	$1.92M
Sherbrooke park advisers	19.32K	0.06%	$356.17K
Dynamic technology lab private	27.18K	0.06%	$501.00K

Top Buyers

Holder	Shares	% Assets	Change
Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main	354.47K	0.01%	354.47K
Morgan stanley	331.35K	0.00%	213.73K
Goldman sachs group	374.61K	0.00%	173.71K
D. e. shaw	387.40K	0.01%	168.81K
Vanguard group	2.11M	0.00%	148.11K

Top Sellers

Holder	Shares	% Assets	Change
American century companies	470.08K	0.01%	-638.16K
Millennium management	675.76K	0.01%	-305.10K
Sir capital management	362.96K	0.67%	-292.68K
Westwood group	-	-	-240.91K
Van eck associates	7.65K	0.00%	-162.15K

New Positions

Holder	Shares	% Assets	Change	Value
Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main	354.47K	0.01%	354.47K	$6.54M
Algert global	103.84K	0.06%	103.84K	$1.92M
Norges bank	76.70K	0.00%	76.70K	$1.41M
Balyasny asset management	26.59K	0.00%	26.59K	$490.34K
Martingale asset management l p	19.81K	0.01%	19.81K	$365.30K

Sold Out

Holder	Change
C m bidwell & associates	-29.00
Covestor	-34.00
Kelly financial services	-55.00
Nelson, van denburg & campbell wealth management group	-97.00
Quadrant capital group	-454.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	126	7.69%	23,333,166	0.73%	89	1.15%	71	22.41%	36	-12.20%
Mar 31, 2024	117	-0.85%	23,164,788	-1.83%	88	1.09%	58	-14.71%	41	57.69%
Dec 31, 2023	118	5.36%	23,595,587	-0.40%	89	1.10%	68	38.78%	26	-35.00%
Sep 30, 2023	112	-	23,690,207	-1.81%	90	1.07%	49	19.51%	40	-18.37%
Jun 30, 2023	112	-0.89%	24,128,133	-0.56%	91	1.08%	41	-25.45%	49	28.95%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Ranger Small Cap	1.43M	5.70%	54.13K
Vanguard Total Stock Mkt Idx Inv	578.14K	2.34%	-
iShares Russell 2000 ETF	448.31K	1.82%	-1.01K
Vanguard Small Cap Index	409.02K	1.66%	800.00
American Century Heritage Inv	390.69K	1.56%	-519.63K
American Century US Opport. Mid Cap Gr	390.69K	1.56%	-519.63K
Tortoise Energy Infrastructure TR Ins	369.86K	1.48%	-3.65K
CREF Stock R1	325.54K	1.30%	-37.02K
NYLI Cushing® MLP Premier Class I	290.00K	1.16%	-
Vanguard Institutional Extnd Mkt Idx Tr	283.83K	1.13%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 18, 2022	Kleemeier Henry G		Buy	$120.00K
Apr 18, 2022	Bent Michael Anthony	See Remarks	Buy	$180.00K
Apr 18, 2022	Bustos Daniel H	See Remarks	Buy	$3.38M
Apr 18, 2022	Kobos Steven M	President and CEO	Buy	$6.37M
Apr 18, 2022	Broussard Amy Thompson	See Remarks	Buy	$36.00K

Insider Transactions Trends

Date	Buy	Sell
2024 Q1	-	-
2023 Q4	-	-
2023 Q1	-	-
2022 Q3	-	-
2022 Q2	9	-

EE Ownership FAQ

Who owns the most shares of Excelerate Energy?

Excelerate Energy’s largest shareholders are George kaiser family foundation (7.85M shares, 30.02%), Vanguard group (2.11M shares, 8.06%), and Blackrock (1.42M shares, 5.44%). Together, they hold 43.52% 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 25.59% of its assets in 7.85M Excelerate Energy shares, valued at 144.83M$.

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 5.70% of its total shares outstanding invested in 1.43M Excelerate Energy shares.

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