EE EXCELERATE ENERGY INC
FollowStock (common), issuer CIK 1888447
211 managers (220 13F filers) reported a position in EE shares at 2026-03-31, 32,918,956 shares in all. 57 filers opened a position and 29 filers sold out during the quarter.
- Managers
- 211
- 13F filers
- 220
- New
- 57
- Added
- 62
- Reduced
- 63
- Sold out
- 29
- Shares held by filers
- 32,918,956
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.
- Copeland Capital Management, LLC
1,922,979 shares, 6.1% in a 13G as of 2026-09-30,0001580642-26-006856
Accepted , ingested
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Stone House Investment Management, LLC | 12 | $401 | <0.01% | new | 13F-HRTimeline |
| Blue Trust, Inc. | 12 | $401 | <0.01% | new | 13F-HRTimeline |
| Bare Financial Services, Inc | 12 | $401 | <0.01% | new | 13F-HRTimeline |
| IFP Advisors, Inc | 11 | $368 | <0.01% | -997 | 13F-HRTimeline |
| Keating Financial Advisory Services, In… | 11 | $368 | <0.01% | +7 | 13F-HRTimeline |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | $201 | <0.01% | new | 13F-HRTimeline |
| PRIVATE TRUST CO NA | 5 | $167 | <0.01% | 0 | 13F-HRTimeline |
| SJS Investment Consulting Inc. | 2 | $67 | <0.01% | 0 | 13F-HRTimeline |
| Rialto Wealth Management, LLC | 1 | $34 | <0.01% | new | 13F-HRTimeline |
| Vermillion Wealth Management, Inc. | 1 | $33 | <0.01% | new | 13F-HRTimeline |
| HARBOR INVESTMENT ADVISORY, LLC | 0 | $2 | <0.01% | 0 | 13F-HRTimelineAmount filed as zero, left out of ratios. |
Events
Copeland Capital Management, LLC reported 1,922,979 EE shares, 6.1% of the class, as of 2026-09-30, in a 13G filed 2026-10-13. 0001580642-26-006856
Accepted , ingested