Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Excelerate Energy Inc (EE)

219 + Investors. Track Smart Money conviction in EE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — EE

Based on 220 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added EE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
220 hedge funds hold EE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

121 buying102 selling
Last quarter: 121 funds bought or added vs 102 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 30 → 43 → 60 → 41. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 36% long-term, 34% new

■ 36% conviction (2yr+) ■ 30% medium ■ 34% new
Of the 220 current holders: 80 (36%) held >2 years, 66 held 1–2 years, and 74 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

42 → 30 → 43 → 60 → 41 new funds/Q
New funds entering each quarter: 30 → 43 → 60 → 41. A growing number of institutions are discovering EE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 41% veterans vs 39% newcomers

■ 41% veterans ■ 19% 1-2yr ■ 39% new
Entry-cohort mix of 227 holders: 94 (41%) are 2+ year veterans, 44 entered 1–2 years ago, and 89 (39%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
46 of 219 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EE

In 2026 Q2, 121 hedge funds were net buyers of EE (41 opened a new position, 80 added to an existing one), while 102 reduced or exited (64 trimmed, 38 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 37% of total institutional value in EE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 220.

Hedge Fund Ownership: EE

How many hedge funds hold EE — quarterly history vs. share price
Quarterly hedge fund ownership of EE vs. share price

Market Analysis: EE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EE

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: EE
219 + Investors

Track Smart Money conviction in EE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 219 217 0.92%
13F Shares 33M 33M 1.79%
Total Value $1.22B $1.06B 14.54%
New Positions 41 60 -19
Increased Positions 78 60 +18
Closed Positions 38 30 +8
Reduced Positions 63 63 -
Total Calls 3 3 -
Total Puts 4 3 33.33%
PUT/CALL Ratio 1.33 1.0 Bearish

Statistics: EE

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Institutional Holders (2026 Q2)

219 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 George Kaiser Family Foundation 28.65% 7,854,167 $298.4M
2 Ranger Investment Management, L.P. 2.19% 912,300 $34.7M
3 Copeland Capital Management, LLC 1.54% 1,973,585 $75.0M
4 Hartree Partners, LP 1.21% 149,294 $5.7M
5 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1.10% 650,000 $24.7M
6 Kayne Anderson Capital Advisors LP 0.50% 664,577 $25.2M
7 Tortoise Capital Advisors, L.L.C. 0.45% 1,166,178 $44.3M
8 Emerald Advisers, LLC 0.43% 485,260 $18.4M
9 Emerald Mutual Fund Advisers Trust 0.40% 299,991 $11.4M
10 EntryPoint Capital, LLC 0.34% 27,372 $505K
11 Yaupon Capital Management LP 0.29% 390,353 $14.8M
12 HITE Hedge Asset Management LLC 0.20% 96,338 $3.7M
13 Kings Path Partners LLC 0.19% 19,937 $502K
14 Fox Run Management, L.L.C. 0.15% 23,873 $907K
15 Aventail Capital Group, LP 0.13% 61,843 $2.3M
16 Knights of Columbus Asset Advisors LLC 0.13% 68,465 $2.6M
17 Nfj Investment Group, LLC 0.12% 92,320 $3.5M
18 Abacus Planning Group, Inc. 0.10% 21,000 $798K
19 Dynamic Technology Lab Private Ltd 0.08% 9,371 $356K
20 Quartz Partners, LLC 0.07% 5,629 $214K
21 Martingale Asset Management L P 0.07% 72,686 $2.8M
22 Augustine Asset Management Inc 0.05% 7,000 $266K
23 Personal Cfo Solutions, LLC 0.05% 9,002 $342K
24 F/m Investments LLC 0.05% 24,736 $940K
25 XTX Topco Ltd 0.05% 93,647 $3.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Excelerate Energy Inc (EE)

What does the Smart Money Trend signal show for EE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added EE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EE?

Slight buying edge — 54% buying: Last quarter: 121 funds bought or added vs 102 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EE holders?

Strong quality — 37% AUM from major funds: 46 of 219 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EE?

Mixed — 36% long-term, 34% new: Of the 220 current holders: 80 (36%) held >2 years, 66 held 1–2 years, and 74 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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