Filing Research | EE - EXCELERATE ENERGY INC Institutional Holdings

Snapshot holdings

27 / 27 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	23.5KSH	$891.5K
2	Abacus Planning Group, Inc.	Shares	21.0KSH	$797.8K
3	Kings Path Partners LLC	Shares	11.0KSH	$417.7K
4	Hennion & Walsh Asset Management, Inc.	Shares	8.2KSH	$311.2K
5	Police & Firemen's Retirement System of New Jersey	Shares	7.8KSH	$297.4K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.6KSH	$296.2K
7	AUGUSTINE ASSET MANAGEMENT INC	Shares	7.0KSH	$265.9K
8	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	3.0KSH	$114.0K
9	SBI Okasan Asset Management Co.Ltd.	Shares	1.4KSH	$51.9K
10	SIGNATUREFD, LLC	Shares	1.1KSH	$42.7K
11	SBI Securities Co., Ltd.	Shares	935SH	$35.5K
12	Farther Finance Advisors, LLC	Shares	820SH	$31.2K
13	GAMMA Investing LLC	Shares	482SH	$18.3K
14	SJS Investment Consulting Inc.	Shares	243SH	$9.2K
15	Versant Capital Management, Inc	Shares	210SH	$8.0K
16	EverSource Wealth Advisors, LLC	Shares	207SH	$7.9K
17	FIRST HORIZON CORP	Shares	121SH	$4.6K
18	Trium Capital LLP	Shares	72SH	$2.7K
19	CoreCap Advisors, LLC	Shares	51SH	$1.9K
20	MassMutual Private Wealth & Trust, FSB	Shares	48SH	$1.8K
21	State of Alaska, Department of Revenue	Shares	12.0KSH	$456
22	IFP Advisors, Inc	Shares	6SH	$228
23	Creative Capital Management Investments LLC	Shares	5SH	$190
24	Fortitude Family Office, LLC	Shares	4SH	$152
25	LRI Investments, LLC	Shares	1SH	$38
26	HARBOR INVESTMENT ADVISORY, LLC	Shares	0SH	$2
27	Capital Advisors, Ltd. LLC	Shares	21SH	$1

Manager changes2026-06-30 vs 2026-03-31

33 / 33 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+7.6K	+$296.2K	$296.2K
2	SPIRIT OF AMERICA MANAGEMENT CORP/NY new	Shares	+3.0K	+$114.0K	$114.0K
3	Abacus Planning Group, Inc. unchanged	Shares	0	+$96.0K	$797.8K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+1.3K	+$77.7K	$297.4K
5	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-43	+$36.0K	$311.2K
6	AUGUSTINE ASSET MANAGEMENT INC unchanged	Shares	0	+$32.0K	$265.9K
7	Farther Finance Advisors, LLC added	Shares	+771	+$29.6K	$31.2K
8	Kings Path Partners LLC trimmed	Shares	-3.6K	+$9.4K	$417.7K
9	SJS Investment Consulting Inc. added	Shares	+241	+$9.2K	$9.2K
10	SBI Securities Co., Ltd. added	Shares	+1	+$4.3K	$35.5K
11	SIGNATUREFD, LLC trimmed	Shares	-27	+$4.3K	$42.7K
12	GAMMA Investing LLC added	Shares	+36	+$3.4K	$18.3K
13	CoreCap Advisors, LLC new	Shares	+51	+$1.9K	$1.9K
14	MassMutual Private Wealth & Trust, FSB new	Shares	+48	+$1.8K	$1.8K
15	Trium Capital LLP added	Shares	+36	+$1.5K	$2.7K
16	Versant Capital Management, Inc unchanged	Shares	0	+$960	$8.0K
17	Creative Capital Management Investments LLC new	Shares	+5	+$190	$190
18	FIRST HORIZON CORP trimmed	Shares	-14	+$85	$4.6K
19	State of Alaska, Department of Revenue unchanged	Shares	0	+$54	$456
20	LRI Investments, LLC new	Shares	+1	+$38	$38
21	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$1
22	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	$0	$2
23	Vermillion Wealth Management, Inc. exited	Shares	-1	-$33	$0
24	NEW YORK STATE TEACHERS RETIREMENT SYSTEM exited	Shares	-2.2K	-$74	$0
25	EverSource Wealth Advisors, LLC trimmed	Shares	-32	-$121	$7.9K
26	IFP Advisors, Inc trimmed	Shares	-5	-$140	$228
27	Fortitude Family Office, LLC trimmed	Shares	-10	-$316	$152
28	Blue Trust, Inc. exited	Shares	-12	-$401	$0
29	EASTERN BANK exited	Shares	-417	-$13.9K	$0
30	SBI Okasan Asset Management Co.Ltd. trimmed	Shares	-1.3K	-$38.1K	$51.9K
31	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-7.9K	-$155.3K	$891.5K
32	Y-Intercept (Hong Kong) Ltd exited	Shares	-62.0K	-$2.1M	$0
33	Counterpoint Mutual Funds LLC exited	Shares	-125.4K	-$4.2M	$0