Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EXCELERATE ENERGY INC (EE)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — EE

Based on 179 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
179 funds currently hold this stock — 94% of the 3.0-year high of 191 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

108 buying80 selling
Last quarter: 108 funds bought or added vs 80 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.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new EE position: 29 → 41 → 28 → 42. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 38% long-term, 28% new

38% conviction (2yr+) 34% medium 28% new
Of the 179 current holders: 68 (38%) held >2 years, 60 held 1–2 years, and 51 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.
➡️

Steady discovery — ~42 new funds/quarter

50 → 29 → 41 → 28 → 42 new funds/Q
New funds entering each quarter: 29 → 41 → 28 → 42. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 49% of holders stayed 2+ years

49% veterans 12% 1-2yr 39% new
Of 182 current holders: 89 (49%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
32 of 179 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 0 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: EE
2026 Q1 Stats Unlock in 22 days 182 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 182 172 5.81%
13F Shares 33M 32M 2.78%
Total Value $935M $817M 14.45%
New Positions 42 28 +14
Increased Positions 69 60 +9
Closed Positions 33 49 -16
Reduced Positions 48 64 -16
Total Calls 3 3 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.33 0.0 Bullish

Statistics: EE

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

182 + investors

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

Top 25 institutional holders of EE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Counterpoint Mutual Funds LLC 0.63% 125,387 $4.2M
2 Abacus Planning Group, Inc. 0.09% 21,000 $702K
3 AUGUSTINE ASSET MANAGEMENT INC 0.05% 7,000 $234K
4 HARBOR CAPITAL ADVISORS, INC. 0.04% 16,135
5 Y-Intercept (Hong Kong) Ltd 0.04% 62,018 $2.1M
6 Inspire Investing, LLC 0.02% 5,767 $193K
7 EXCHANGE TRADED CONCEPTS, LLC 0.01% 31,324 $1.0M
8 RITHOLTZ WEALTH MANAGEMENT 0.00% 8,258 $276K
9 State of Alaska, Department of Revenue 0.00% 12,047
10 SBI Okasan Asset Management Co.Ltd. 0.00% 2,700 $90K
11 STRS OHIO 0.00% 19,100 $638K
12 SBI Securities Co., Ltd. 0.00% 934 $31K
13 Trium Capital LLP 0.00% 36 $1K
14 SG Americas Securities, LLC 0.00% 21,295
15 GAMMA Investing LLC 0.00% 446 $15K
16 Versant Capital Management, Inc 0.00% 210 $7K
17 SIGNATUREFD, LLC 0.00% 1,150 $38K
18 Sterling Capital Management LLC 0.00% 789 $26K
19 EASTERN BANK 0.00% 417 $14K
20 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% 2,202
21 Capital Advisors, Ltd. LLC 0.00% 21
22 Fortitude Family Office, LLC 0.00% 14
23 Stone House Investment Management, LLC 0.00% 12
24 TD PRIVATE CLIENT WEALTH LLC 0.00% 76 $3K
25 Root Financial Partners, LLC 0.00% 32 $1K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 57% buying: Last quarter: 108 funds bought or added vs 80 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 — 35% AUM from major funds: 32 of 179 holders rank in the top 100 by AUM, accounting for 35% 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 — 38% long-term, 28% new: Of the 179 current holders: 68 (38%) held >2 years, 60 held 1–2 years, and 51 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.