Captrust Financial Advisors

SEC CIK: 0001512024
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

EE holding history

Excelerate Energy, Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EE overview All 13F holders of EE Full Q2 2026 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2023

Holdings of EE by Captrust Financial Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−27,431−100.0%	Sold out	Holders
Q3 2023	27,431	$467.4K	<0.1%	+41+0.1%	Added	Holders
Q2 2023	27,390	$556.8K	<0.1%	+27,390	New	Holders