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EE Institutional Ownership & 13F Holders | SmartMoneyDB

EEEXCELERATE ENERGY INC

CL A COM · CUSIP 30069T101

Smart Money Ownership

Of the 13 tracked institutions holding EE, 6 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +5.9pt. It's a gauge of who owns the name, not just how many.

EE (EXCELERATE ENERGY INC) Institutional Ownership Summary

Among the 13 tracked institutional investors we monitor, EE (EXCELERATE ENERGY INC) is held with a combined value of $281.78M across 8,818,000 shares. The largest holder is WELLINGTON MANAGEMENT GROUP LLP with a position worth $88.03M (0.02% of their portfolio). 4 funds opened new positions in the most recent quarter. 6 funds increased their holdings. 3 funds reduced their position.

Total Institutional Value

$281.78M

Total Shares Held

8,818,000

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

RENAISSANCE TECHNOLOGIES LLC+133% shares~$5.4M Bridgewater Associates, LPNew position~$1.3M STATE STREET CORP+6% shares~$1.0M Point72 Asset Management, L.P.New position~$965.6K MILLENNIUM MANAGEMENT LLCNew position~$897.1K

13F Institutional Holders

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WELLINGTON MANAGEMENT GROUP LLP

RENAISSANCE TECHNOLOGIES LLC

0.01% of book+132.9%

$9.54M

AQR CAPITAL MANAGEMENT LLC

Bridgewater Associates, LP

0.01% of bookNew

$1.29M

Point72 Asset Management, L.P.

0.00% of bookNew

$965.57K

#	Fund	Value↓	Shares	Portfolio %	Change
1	WELLINGTON MANAGEMENT GROUP LLP	$88.03M	2,634,172	0.02%	-27.0%
2	VANGUARD GROUP INC	$67.46M	2,405,120	0.00%	+0.5%
3	BlackRock, Inc.	$63.24M	1,892,184	0.00%	-0.8%
4	FMR LLC	$28.04M	838,987	0.00%	+0.6%
5	STATE STREET CORP	$18.45M	552,117	0.00%	+5.8%
6	RENAISSANCE TECHNOLOGIES LLC	$9.54M	285,519	0.01%	+132.9%
7	AQR CAPITAL MANAGEMENT LLC	$1.38M	41,281	0.00%	+27.4%
8	CITADEL ADVISORS LLC	$1.37M	40,855	0.00%	-40.7%
9	Bridgewater Associates, LP	$1.29M	38,675	0.01%	New
10	Point72 Asset Management, L.P.	$965.57K	28,892	0.00%	New

Frequently Asked Questions

Which institutional investors own the most EE stock?

As of the latest SEC 13F filings, WELLINGTON MANAGEMENT GROUP LLP is the largest institutional holder of EE with a position worth $88.03M, representing 0.02% of their portfolio. In total, 13 institutional investors hold EE with a combined value of $281.78M.

Are hedge funds buying or selling EE?

In the most recent quarter, 4 funds opened a new position in EE. Additionally, 6 increased their holdings and 3 reduced their positions.

What percentage of EE is owned by institutional investors?

Institutional investors hold $281.78M worth of EE stock across 13 positions. The largest institutional holder is WELLINGTON MANAGEMENT GROUP LLP with $88.03M in holdings.

What is a 13F filing and why does it matter for EE?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For EE, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track EE institutional moves

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