EE Institutional Ownership
Excelerate Energy, Inc.
1W: +1.7%
1M: +1.4%
3M: -10.6%
YTD: +17.5%
1Y: +26.5%
3Y: +120.1%
$33.29
+0.78 (+2.40%)
Weekly Expected Move ±5.4%
$29
$31
$32
$34
$36
Credit Risk of going bust: lower than 58% of companies Debt: 26.9% of company value Bonds: $100.5M held by 170 funds, 118 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.80 (down 98%), Excelerate Energy, Inc. would be worth roughly what it owes.
Total debt $1.39B against a stock market value of $3.78B.
Distance to default 5.99 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $608.8M (short-term plus half of long-term), stock volatility 37.8%; Altman Z'' 1.44. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $0.80 (down 98%), Excelerate Energy, Inc. would be worth roughly what it owes.
Total debt $1.39B against a stock market value of $3.78B.
Distance to default 5.99 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $608.8M (short-term plus half of long-term), stock volatility 37.8%; Altman Z'' 1.44. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — EE
256
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
38
New Positions
80
Increased
98
Reduced
33
Closed
1.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (279 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | George Kaiser Family Foundation | 7,854,167 | $261M | — | +0.0% | 17Q | SEC ↗ |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 3,339,759 | $111M | +705,587 | +26.8% | 7Q | SEC ↗ |
| 3 | BlackRock, Inc. | 2,014,640 | $67M | +122,456 | +6.5% | 8Q | SEC ↗ |
| 4 | Copeland Capital Management, LLC | 1,973,585 | $66M | +388,967 | +24.5% | 3Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,230,722 | $41M | -59,443 | -4.6% | 2Q | SEC ↗ |
| 6 | TORTOISE CAPITAL ADVISORS, L.L.C. | 1,166,178 | $39M | -16,969 | -1.4% | 17Q | SEC ↗ |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 994,364 | $33M | -62,306 | -5.9% | 2Q | SEC ↗ |
| 8 | TimesSquare Capital Management, LLC | 950,222 | $32M | +278,280 | +41.4% | 7Q | SEC ↗ |
| 9 | Ranger Investment Management, L.P. | 912,300 | $30M | +15,259 | +1.7% | 16Q | SEC ↗ |
| 10 | KAYNE ANDERSON CAPITAL ADVISORS LP | 664,577 | $22M | +18,042 | +2.8% | 5Q | SEC ↗ |
| 11 | CUSHING ASSET MANAGEMENT, LP dba NXG I | 650,000 | $22M | +325,000 | +100.0% | 2Q | SEC ↗ |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 616,604 | $21M | +32,453 | +5.6% | 17Q | SEC ↗ |
| 13 | STATE STREET CORP | 572,420 | $19M | +20,303 | +3.7% | 17Q | SEC ↗ |
| 14 | DIMENSIONAL FUND ADVISORS LP | 514,252 | $17M | +17,403 | +3.5% | 12Q | SEC ↗ |
| 15 | EMERALD ADVISERS, LLC | 485,260 | $16M | +169,595 | +53.7% | 5Q | SEC ↗ |
| 16 | FMR LLC | 480,346 | $16M | -358,641 | -42.7% | 17Q | SEC ↗ |
| 17 | D. E. Shaw & Co., Inc. | 392,792 | $13M | +49,301 | +14.4% | 11Q | SEC ↗ |
| 18 | Yaupon Capital Management LP | 390,353 | $13M | +193,363 | +98.2% | 2Q | SEC ↗ |
| 19 | NEUBERGER BERMAN GROUP LLC | 374,392 | $12M | -374,788 | -50.0% | 10Q | SEC ↗ |
| 20 | Russell Investments Group, Ltd. | 343,449 | $11M | +18,018 | +5.5% | 16Q | SEC ↗ |
| 21 | NORTHERN TRUST CORP | 337,703 | $11M | +31,937 | +10.4% | 17Q | SEC ↗ |
| 22 | MORGAN STANLEY | 337,348 | $11M | -63,482 | -15.8% | 17Q | SEC ↗ |
| 23 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 336,084 | $11M | -7,282 | -2.1% | 9Q | SEC ↗ |
| 24 | EMERALD MUTUAL FUND ADVISERS TRUST | 299,991 | $10M | +110,826 | +58.6% | 5Q | SEC ↗ |
| 25 | GOLDMAN SACHS GROUP INC | 289,600 | $10M | +46,763 | +19.3% | 15Q | SEC ↗ |
| 26 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 281,037 | $9M | +37,110 | +15.2% | 8Q | SEC ↗ |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 266,617 | $9M | +36,441 | +15.8% | 5Q | SEC ↗ |
| 28 | RENAISSANCE TECHNOLOGIES LLC | 245,177 | $8M | -40,342 | -14.1% | 17Q | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 208,508 | $7M | -296,758 | -58.7% | 7Q | SEC ↗ |
| 30 | UBS Group AG | 201,896 | $7M | +46,757 | +30.1% | 15Q | SEC ↗ |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 201,252 | $7M | +3,618 | +1.8% | 15Q | SEC ↗ |
| 32 | Sixth Street Partners Management Compa NEW | 201,252 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 198,591 | $7M | +3,059 | +1.6% | 17Q | SEC ↗ |
| 34 | VANGUARD FIDUCIARY TRUST CO | 159,210 | $5M | +4,877 | +3.2% | 2Q | SEC ↗ |
| 35 | Hartree Partners, LP NEW | 149,294 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 36 | Trexquant Investment LP | 148,762 | $5M | +65,463 | +78.6% | 2Q | SEC ↗ |
| 37 | Nuveen, LLC | 140,984 | $5M | +96,334 | +215.8% | 6Q | SEC ↗ |
| 38 | BANK OF AMERICA CORP /DE | 139,037 | $5M | -11,123 | -7.4% | 15Q | SEC ↗ |
| 39 | VOYA INVESTMENT MANAGEMENT LLC | 124,502 | $4M | -5,628 | -4.3% | 14Q | SEC ↗ |
| 40 | JACOBS LEVY EQUITY MANAGEMENT, INC | 123,230 | $4M | -43,119 | -25.9% | 10Q | SEC ↗ |
| 41 | JPMORGAN CHASE & CO | 121,736 | $4M | -317,924 | -72.3% | 17Q | SEC ↗ |
| 42 | AMERIPRISE FINANCIAL INC | 114,450 | $4M | +11,901 | +11.6% | 16Q | SEC ↗ |
| 43 | SEI INVESTMENTS CO | 98,207 | $3M | +16,825 | +20.7% | 8Q | SEC ↗ |
| 44 | HITE Hedge Asset Management LLC | 96,338 | $3M | -431,677 | -81.8% | 4Q | SEC ↗ |
| 45 | XTX Topco Ltd | 93,647 | $3M | +28,693 | +44.2% | 3Q | SEC ↗ |
| 46 | NFJ INVESTMENT GROUP, LLC | 92,320 | $3M | — | +0.0% | 3Q | SEC ↗ |
| 47 | STIFEL FINANCIAL CORP | 78,150 | $3M | +11,388 | +17.1% | 3Q | SEC ↗ |
| 48 | ROYAL BANK OF CANADA | 77,044 | $3M | +11,325 | +17.2% | 17Q | SEC ↗ |
| 49 | MARTINGALE ASSET MANAGEMENT L P | 72,686 | $2M | -9,278 | -11.3% | 9Q | SEC ↗ |
| 50 | AQR CAPITAL MANAGEMENT LLC | 70,731 | $2M | +29,450 | +71.3% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 201,252 | $7M |
| Hartree Partners, LP | 149,294 | $5M |
| JANE STREET GROUP, LLC | 66,547 | $2M |
| Aventail Capital Group, LP | 61,843 | $2M |
| Jain Global LLC | 26,707 | $889K |
| Engineers Gate Manager LP | 24,393 | $812K |
| ExodusPoint Capital Management, LP | 13,994 | $466K |
| HRT FINANCIAL LP | 12,677 | $422K |
| Quadrature Capital Ltd | 10,593 | $353K |
| Allianz Asset Management GmbH | 9,419 | $314K |
| Jupiter Topco LLC | 9,105 | $303K |
| Cerity Partners LLC | 8,427 | $281K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 7,594 | $253K |
| Sanctuary Advisors, LLC | 6,884 | $229K |
| AXQ CAPITAL, LP | 6,317 | $210K |
| Arkadios Wealth Advisors | 6,037 | $201K |
| Wealthfront Advisers LLC | 5,779 | $192K |
| Quartz Partners, LLC | 5,629 | $187K |
| SPIRIT OF AMERICA MANAGEMENT CORP/N | 3,000 | $100K |
| Nykredit A/S | 1,835 | $61K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Sourcerock Group LLC | 388,200 | $13M |
| GeoSphere Capital Management, LLC | 205,000 | $7M |
| BOOTHBAY FUND MANAGEMENT, LLC | 136,026 | $5M |
| Counterpoint Mutual Funds LLC | 125,387 | $4M |
| Hiddenite Capital Partners LP | 125,000 | $4M |
| Oceanic Investment Management LTD | 122,208 | $4M |
| VIKING FUND MANAGEMENT LLC | 90,000 | $3M |
| SIR Capital Management, L.P. | 86,035 | $3M |
| FIRST TRUST ADVISORS LP | 80,646 | $3M |
| Y-Intercept (Hong Kong) Ltd | 62,018 | $2M |
| Jackson Creek Investment Advisors L | 53,318 | $2M |
| TUDOR INVESTMENT CORP ET AL | 40,339 | $1M |
| Man Group plc | 39,951 | $1M |
| Balyasny Asset Management L.P. | 37,593 | $1M |
| CenterBook Partners LP | 36,782 | $1M |
| Empowered Funds, LLC | 30,765 | $1M |
| SCHRODER INVESTMENT MANAGEMENT GROU | 28,403 | $946K |
| MACKENZIE FINANCIAL CORP | 25,282 | $842K |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 23,300 | $776K |
| Schonfeld Strategic Advisors LLC | 21,259 | $708K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | +705,587 | +26.8% | 3,339,759 |
| Copeland Capital Management, LLC | +388,967 | +24.5% | 1,973,585 |
| CUSHING ASSET MANAGEMENT, LP dba NX | +325,000 | +100.0% | 650,000 |
| TimesSquare Capital Management, LLC | +278,280 | +41.4% | 950,222 |
| Yaupon Capital Management LP | +193,363 | +98.2% | 390,353 |
| EMERALD ADVISERS, LLC | +169,595 | +53.7% | 485,260 |
| BlackRock, Inc. | +122,456 | +6.5% | 2,014,640 |
| EMERALD MUTUAL FUND ADVISERS TRUST | +110,826 | +58.6% | 299,991 |
| Nuveen, LLC | +96,334 | +215.8% | 140,984 |
| Trexquant Investment LP | +65,463 | +78.6% | 148,762 |
| D. E. Shaw & Co., Inc. | +49,301 | +14.4% | 392,792 |
| GOLDMAN SACHS GROUP INC | +46,763 | +19.3% | 289,600 |
| UBS Group AG | +46,757 | +30.1% | 201,896 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | +37,110 | +15.2% | 281,037 |
| ENVESTNET ASSET MANAGEMENT INC | +36,441 | +15.8% | 266,617 |
| GEODE CAPITAL MANAGEMENT, LLC | +32,453 | +5.6% | 616,604 |
| NORTHERN TRUST CORP | +31,937 | +10.4% | 337,703 |
| AQR CAPITAL MANAGEMENT LLC | +29,450 | +71.3% | 70,731 |
| XTX Topco Ltd | +28,693 | +44.2% | 93,647 |
| CITADEL ADVISORS LLC | +24,507 | +60.0% | 65,362 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HITE Hedge Asset Management LLC | -431,677 | -81.8% | 96,338 |
| NEUBERGER BERMAN GROUP LLC | -374,788 | -50.0% | 374,392 |
| FMR LLC | -358,641 | -42.7% | 480,346 |
| JPMORGAN CHASE & CO | -317,924 | -72.3% | 121,736 |
| Qube Research & Technologies Ltd | -296,758 | -58.7% | 208,508 |
| Invesco Ltd. | -149,542 | -88.7% | 19,091 |
| VICTORY CAPITAL MANAGEMENT INC | -130,975 | -84.5% | 24,075 |
| TWO SIGMA INVESTMENTS, LP | -110,842 | -84.9% | 19,700 |
| MORGAN STANLEY | -63,482 | -15.8% | 337,348 |
| VANGUARD CAPITAL MANAGEMENT LLC | -62,306 | -5.9% | 994,364 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -59,443 | -4.6% | 1,230,722 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -52,467 | -85.6% | 8,794 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | -43,119 | -25.9% | 123,230 |
| Squarepoint Ops LLC | -43,048 | -54.6% | 35,726 |
| RENAISSANCE TECHNOLOGIES LLC | -40,342 | -14.1% | 245,177 |
| Voleon Capital Management LP | -26,136 | -69.7% | 11,340 |
| Bridgewater Associates, LP | -17,587 | -45.5% | 21,088 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | -16,969 | -1.4% | 1,166,178 |
| Point72 Asset Management, L.P. | -16,141 | -55.9% | 12,751 |
| CITIGROUP INC | -13,354 | -21.1% | 49,854 |