Excelerate Energy, Inc. (EE) shareholders
EENYSENatural Gas DistributionFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 5, 2026Score 6/3017% above fair value
$38.10+0.08 (+0.21%)
Close on Nov 12, 2026Market cap $4.32BP/E 26.1Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
29.1%
33M of 113M shares
Institutional holders
222
38 new, 33 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 2 sales
Net sold $409.80K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Wellington Management Group LLP Joint filing with Wellington Group Holdings LLP (11.40%), Wellington Investment Advisors Holdings LLP (11.40%) and 1 more | 3,641,087 | 11.40% | 13G (passive) amendment | Oct 31, 2025 |
| Wellington Group Holdings LLP Joint filing with Wellington Management Group LLP (10.50%), Wellington Investment Advisors Holdings LLP (10.50%) and 1 more | 3,339,759 | 10.50% | 13G (passive) amendment | Jun 30, 2026 |
| Copeland Capital Management, LLC | 1,922,979 | 6.10% | 13G (passive) | Sep 30, 2026 |
| BlackRock, Inc. | 1,399,108 | 5.30% | 13G (passive) | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| George Kaiser Family Foundation | 7,854,167 | 6.93% | $298.38M | – | 28.65% |
| Wellington Management Group Llp | 3,339,759 | 2.95% | $126.88M | +705,587 | 0.02% |
| BlackRock, Inc. | 2,014,640 | 1.78% | $76.54M | +122,456 | 0.00% |
| Copeland Capital Management, LLC | 1,973,585 | 1.74% | $74.98M | +388,967 | 1.54% |
| Vanguard Portfolio Management LLC | 1,230,722 | 1.09% | $46.76M | −59,443 | 0.00% |
| Tortoise Capital Advisors, L.L.C. | 1,166,178 | 1.03% | $44.30M | −16,969 | 0.45% |
| Vanguard Capital Management LLC | 994,364 | 0.88% | $37.78M | −62,306 | 0.00% |
| TimesSquare Capital Management, LLC | 950,222 | 0.84% | $36.10M | +278,280 | 530.94% |
| Ranger Investment Management, L.P. | 912,300 | 0.80% | $34.66M | +15,259 | 2.19% |
| Kayne Anderson Capital Advisors LP | 664,577 | 0.59% | $25.25M | +18,042 | 0.50% |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 650,000 | 0.57% | $24.69M | +325,000 | 1.10% |
| Geode Capital Management, LLC | 616,604 | 0.54% | $23.43M | +32,453 | 0.00% |
| State Street Corp | 572,420 | 0.50% | $21.75M | +20,303 | 0.00% |
| Dimensional Fund Advisors LP | 514,252 | 0.45% | $19.53M | +17,403 | 0.00% |
| Emerald Advisers, LLC | 485,260 | 0.43% | $18.44M | +169,595 | 0.43% |
| FMR LLC | 480,346 | 0.42% | $18.25M | −358,641 | 0.00% |
| D. E. Shaw & Co., Inc. | 392,792 | 0.35% | $14.92M | +49,301 | 0.01% |
| Yaupon Capital Management LP | 390,353 | 0.34% | $14.83M | +193,363 | 0.29% |
| Neuberger Berman Group LLC | 374,392 | 0.33% | $14.22M | −374,788 | 0.01% |
| Russell Investments Group, Ltd. | 343,449 | 0.30% | $13.05M | +18,018 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 222 | 33M | 29.1% | 38 / 80 | 65 / 33 | 4M | 3M |
| Q1 2026 | 219 | 33M | 29.0% | 63 / 62 | 63 / 29 | 7M | 5M |
| Q4 2025 | 190 | 33M | 29.4% | 41 / 67 | 53 / 28 | 4M | 4M |
| Q3 2025 | 182 | 33M | 29.0% | 33 / 63 | 63 / 48 | 5M | 5M |
| Q2 2025 | 199 | 33M | 29.3% | 43 / 90 | 43 / 21 | 11M | 1M |
| Q1 2025 | 177 | 24M | 21.1% | 31 / 61 | 61 / 14 | 2M | 2M |
| Q4 2024 | 161 | 24M | 21.1% | 49 / 49 | 46 / 11 | 3M | 2M |
| Q3 2024 | 124 | 23M | 20.7% | 22 / 40 | 45 / 22 | 4M | 2M |
| Q2 2024 | 126 | 23M | 20.6% | 25 / 47 | 37 / 11 | 2M | 2M |
| Q1 2024 | 115 | 23M | 20.7% | 20 / 39 | 42 / 22 | 2M | 2M |
| Q4 2023 | 117 | 24M | 21.0% | 22 / 49 | 26 / 16 | 3M | 3M |
| Q3 2023 | 112 | 24M | 21.1% | 18 / 31 | 43 / 15 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
210 funds held EE in Q2 2026, 51% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of EE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 697,286 | 0.61% | $26.49M | 0.00% | Jun 30, 2026 |
| Tortoise Energy Infrastructure Total Return Fund | 635,999 | 0.56% | $20.95M | 0.56% | May 31, 2026 |
| iShares Russell 2000 ETF | 635,310 | 0.56% | $24.14M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 510,690 | 0.45% | $19.40M | 0.01% | Jun 30, 2026 |
| Kayne Anderson Energy Infrastructure Fund, Inc | 503,641 | 0.44% | $16.59M | 0.62% | May 31, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 429,812 | 0.38% | $16.33M | 0.28% | Jun 30, 2026 |
| Global X MLP and Energy Infrastructure ETF | 368,195 | 0.32% | $12.13M | 0.34% | May 31, 2026 |
| NYLI Cushing MLP Premier Fund | 360,000 | 0.32% | $11.86M | 0.99% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 323,772 | 0.29% | $12.30M | 0.02% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 273,819 | 0.24% | $10.40M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 263,210 | 0.23% | $10.34M | 0.03% | Jul 31, 2026 |
| AST Small-Cap Equity Portfolio | 239,090 | 0.21% | $9.08M | 0.43% | Jun 30, 2026 |
| Vanguard Energy Index Fund | 221,840 | 0.20% | $7.31M | 0.06% | May 31, 2026 |
| iShares Russell 2000 Value ETF | 214,670 | 0.19% | $8.16M | 0.06% | Jun 30, 2026 |
| Emerald Growth Fund | 170,813 | 0.15% | $6.71M | 0.45% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Steven M. Kobos | President and CEO, Director | 533,604 | 0.47% | Jun 26, 2026 |
| Oliver Simpson | See Remarks | 50,495 | 0.04% | Nov 3, 2026 |
| David A. Liner | See Remarks | 58,874 | 0.05% | Jun 26, 2026 |
| Hood Alisa Newman | See Remarks | 39,096 | 0.03% | Apr 2, 2026 |
| Amy Thompson Broussard | See Remarks | 32,152 | 0.03% | Apr 2, 2026 |
| Dana A. Armstrong | See Remarks | 75,545 | 0.07% | Apr 2, 2026 |
| Michael Anthony Bent | See Remarks | 31,332 | 0.03% | Apr 2, 2026 |
| Nisha Biswal | Director | 7,851 | 0.01% | Mar 9, 2026 |
| Paul T. Hanrahan | Director | 32,322 | 0.03% | Mar 9, 2026 |
| Deborah L. Byers | Director | 32,704 | 0.03% | Mar 9, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Oliver Simpson See Remarks | Nov 1, 2026 | Tax withholding | −678 | $35.36 | $23.97K | 50,495 |
| Michael Anthony Bent See Remarks | Mar 31, 2026 | Tax withholding | −576 | $33.31 | $19.19K | 31,332 |
| Oliver Simpson See Remarks | Mar 31, 2026 | Tax withholding | −546 | $33.31 | $18.19K | 51,173 |
| Dana A. Armstrong See Remarks | Mar 31, 2026 | Tax withholding | −1,972 | $33.31 | $65.69K | 75,545 |
| Amy Thompson Broussard See Remarks | Mar 31, 2026 | Tax withholding | −699 | $33.31 | $23.28K | 32,152 |
| Hood Alisa Newman See Remarks | Mar 31, 2026 | Tax withholding | −1,256 | $33.31 | $41.84K | 39,096 |
| Oliver Simpson See Remarks | Mar 20, 2026 | Sale(10b5-1 plan) | −6,000 | $34.15 | $204.90K | 51,719 |
| Oliver Simpson See Remarks | Mar 20, 2026 | Sale | −6,000 | $34.15 | $204.90K | 51,719 |
| Oliver Simpson See Remarks | Mar 5, 2026 | Award | +15,073 | – | – | 57,719 |
| Oliver Simpson See Remarks | Mar 5, 2026 | Tax withholding | −4,657 | $38.48 | $179.20K | 42,646 |
| Steven M. Kobos President and CEO, Director | Mar 5, 2026 | Award | +51,976 | – | – | 533,604 |
| Paul T. Hanrahan Director | Mar 5, 2026 | Award | +3,639 | – | – | 32,322 |
| Dana A. Armstrong See Remarks | Mar 5, 2026 | Tax withholding | −5,408 | $38.48 | $208.10K | 60,807 |
| Dana A. Armstrong See Remarks | Mar 5, 2026 | Award | +16,710 | – | – | 77,517 |
| Hood Alisa Newman See Remarks | Mar 5, 2026 | Award | +10,850 | – | – | 40,352 |
| Hood Alisa Newman See Remarks | Mar 5, 2026 | Tax withholding | −3,469 | $38.48 | $133.49K | 29,502 |
| David A. Liner See Remarks | Mar 5, 2026 | Award | +15,593 | – | – | 58,874 |
| David A. Liner See Remarks | Mar 5, 2026 | Tax withholding | −1,922 | $38.48 | $73.96K | 43,281 |
| Nisha Biswal Director | Mar 5, 2026 | Award | +3,639 | – | – | 7,851 |
| Amy Thompson Broussard See Remarks | Mar 5, 2026 | Tax withholding | −1,791 | $38.48 | $68.92K | 25,574 |
| Amy Thompson Broussard See Remarks | Mar 5, 2026 | Award | +7,277 | – | – | 32,851 |
| Michael Anthony Bent See Remarks | Mar 5, 2026 | Tax withholding | −1,782 | $38.48 | $68.57K | 26,125 |
| Michael Anthony Bent See Remarks | Mar 5, 2026 | Award | +5,783 | – | – | 31,908 |
| Deborah L. Byers Director | Mar 5, 2026 | Award | +3,639 | – | – | 32,704 |
| Oliver Simpson See Remarks | Feb 18, 2026 | Tax withholding | −714 | $41.78 | $29.83K | 47,303 |
| Oliver Simpson See Remarks | Feb 18, 2026 | Award | +1,672 | – | – | 48,017 |
| Dana A. Armstrong See Remarks | Feb 18, 2026 | Award | +17,198 | – | – | 72,569 |
| Dana A. Armstrong See Remarks | Feb 18, 2026 | Tax withholding | −6,354 | $41.78 | $265.47K | 66,215 |
| Michael Anthony Bent See Remarks | Feb 18, 2026 | Award | +5,293 | – | – | 30,042 |
| Michael Anthony Bent See Remarks | Feb 18, 2026 | Tax withholding | −2,135 | $41.78 | $89.20K | 27,907 |
| Hood Alisa Newman See Remarks | Feb 18, 2026 | Tax withholding | −3,820 | $41.78 | $159.60K | 32,971 |
| Hood Alisa Newman See Remarks | Feb 18, 2026 | Award | +8,599 | – | – | 36,791 |
| Amy Thompson Broussard See Remarks | Feb 18, 2026 | Tax withholding | −2,545 | $41.78 | $106.33K | 27,365 |
| Amy Thompson Broussard See Remarks | Feb 18, 2026 | Award | +7,410 | – | – | 29,910 |
| Oliver Simpson See Remarks | Nov 1, 2025 | Tax withholding | −678 | $25.91 | $17.57K | 46,345 |
| Oliver Simpson See Remarks | Mar 31, 2025 | Tax withholding | −355 | $27.99 | $9.94K | 47,023 |
| Michael Anthony Bent See Remarks | Mar 31, 2025 | Tax withholding | −375 | $27.99 | $10.50K | 24,749 |
| Hood Alisa Newman See Remarks | Mar 31, 2025 | Tax withholding | −854 | $27.99 | $23.90K | 28,192 |
| Dana A. Armstrong See Remarks | Mar 31, 2025 | Tax withholding | −1,219 | $27.99 | $34.12K | 55,371 |
| Amy Thompson Broussard See Remarks | Mar 31, 2025 | Tax withholding | −525 | $27.99 | $14.69K | 22,500 |
| Hood Alisa Newman See Remarks | Mar 5, 2025 | Award | +9,967 | – | – | 29,046 |
| Hood Alisa Newman See Remarks | Mar 5, 2025 | Tax withholding | −1,759 | $30.15 | $53.03K | 19,079 |
| Amy Thompson Broussard See Remarks | Mar 5, 2025 | Award | +6,103 | – | – | 23,025 |
| Amy Thompson Broussard See Remarks | Mar 5, 2025 | Tax withholding | −1,035 | $30.15 | $31.21K | 16,922 |
| Deborah L. Byers Director | Mar 5, 2025 | Award | +4,146 | – | – | 29,065 |
| Steven M. Kobos President and CEO, Director | Mar 5, 2025 | Award | +53,483 | – | – | 481,628 |
| Dana A. Armstrong See Remarks | Mar 5, 2025 | Award | +18,773 | – | – | 56,590 |
| Dana A. Armstrong See Remarks | Mar 5, 2025 | Tax withholding | −2,246 | $30.15 | $67.72K | 37,817 |
| Michael Anthony Bent See Remarks | Mar 5, 2025 | Award | +5,804 | – | – | 25,124 |
| Michael Anthony Bent See Remarks | Mar 5, 2025 | Tax withholding | −840 | $30.15 | $25.33K | 19,320 |
| Oliver Simpson See Remarks | Mar 5, 2025 | Award | +12,438 | – | – | 47,378 |
| Oliver Simpson See Remarks | Mar 5, 2025 | Tax withholding | −2,136 | $30.15 | $64.40K | 34,940 |
| David A. Liner See Remarks | Mar 5, 2025 | Award | +15,489 | – | – | 45,203 |
| Paul T. Hanrahan Director | Mar 5, 2025 | Award | +4,146 | – | – | 28,683 |
| Nisha Biswal Director | Mar 5, 2025 | Award | +346 | – | – | 4,212 |
| Nisha Biswal Director | Jan 21, 2025 | Award | +3,866 | – | – | 3,866 |
| Oliver Simpson See Remarks | Dec 6, 2024 | Tax withholding | −372 | $32.10 | $11.94K | 37,076 |
| Oliver Simpson See Remarks | Nov 1, 2024 | Award | +5,444 | – | – | 37,448 |
| Hood Alisa Newman See Remarks | Mar 31, 2024 | Tax withholding | −854 | $16.02 | $13.68K | 20,838 |
| Oliver Simpson See Remarks | Mar 31, 2024 | Tax withholding | −355 | $16.02 | $5.69K | 32,004 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
2.19%
2M shares short
Days to cover
7.4
At 0M shares a day
Change since last report
+0.9%
From 2M shares
Short volume, 20 days
59.0%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Excelerate Energy's stock actually held short. Settlement fails (shares not delivered on time) peaked at 30,264 shares on Sep 22, 2026 over the last 90 days.
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