Excelerate Energy, Inc.
US ˙ NYSE

SecurityEE / Excelerate Energy, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership400,830 shares
Latest Disclosed Value $ 13,395,763
Morgan Stanley reports 12.23% increase in ownership of EE / Excelerate Energy, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 400,830 shares of Excelerate Energy, Inc. (US:EE) valued at $13,395,739 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 357,135 shares of Excelerate Energy, Inc.. This represents a change in shares of 12.23% during the quarter. The current value of the position is $13,006,934 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F EXCELERATE ENERGY CL A COM 30069T101 400,830 43,695 12.23 13,396 33.72 0.0008
2026-05-27 2025-12-31 13F/A-1 EXCELERATE ENERGY CL A COM 30069T101 357,135 77,574 27.75 10,018 42.25 0.0006
2026-02-13 2025-12-31 13F EXCELERATE ENERGY CL A COM 30069T101 357,135 77,574 10,018 0.0006
2026-05-27 2025-09-30 13F/A-1 EXCELERATE ENERGY CL A COM 30069T101 279,561 -137,665 -33.00 7,042 -42.43 0.0004
2025-11-14 2025-09-30 13F EXCELERATE ENERGY CL A COM 30069T101 279,561 -137,665 7,042 0.0004
2025-08-15 2025-06-30 13F EXCELERATE ENERGY CL A COM 30069T101 417,226 184,749 79.47 12,233 83.49 0.0008
2025-05-15 2025-03-31 13F EXCELERATE ENERGY CL A COM 30069T101 232,477 -16,881 -6.77 6,667 -11.61 0.0005
2025-05-15 2024-12-31 13F/A-1 EXCELERATE ENERGY CL A COM 30069T101 249,358 -137,562 -35.55 7,543 -11.43 0.0005
2025-02-14 2024-12-31 13F EXCELERATE ENERGY CL A COM 30069T101 249,358 -137,562 7,543 0.0005
2025-05-14 2024-09-30 13F/A-2 EXCELERATE ENERGY CL A COM 30069T101 386,920 55,567 16.77 8,516 39.38 0.0006
2025-02-14 2024-09-30 13F/A-1 EXCELERATE ENERGY CL A COM 30069T101 386,920 55,567 8,516 0.0006
2024-11-14 2024-09-30 13F EXCELERATE ENERGY CL A COM 30069T101 386,920 55,567 8,516 0.0001
2025-05-14 2024-06-30 13F/A-2 EXCELERATE ENERGY CL A COM 30069T101 331,353 213,726 181.70 6,110 224.31 0.0005
2024-10-17 2024-06-30 13F/A-1 EXCELERATE ENERGY CL A COM 30069T101 331,353 213,726 6,110 0.0005
2024-08-14 2024-06-30 13F EXCELERATE ENERGY CL A COM 30069T101 331,353 213,726 6,110 0.0005
2024-10-17 2024-03-31 13F/A-2 EXCELERATE ENERGY CL A COM 30069T101 117,627 -75,746 -39.17 1,884 -36.97 0.0002
2024-08-16 2024-03-31 13F/A-1 EXCELERATE ENERGY CL A COM 30069T101 117,627 -75,746 1,884 0.0000
2024-05-15 2024-03-31 13F EXCELERATE ENERGY CL A COM 30069T101 117,627 -75,746 1,884 0.0002
2024-08-16 2023-12-31 13F/A-1 EXCELERATE ENERGY CL A COM 30069T101 193,373 73,774 61.68 2,990 46.74 0.0003
2024-02-13 2023-12-31 13F EXCELERATE ENERGY CL A COM 30069T101 193,373 73,774 2,990 0.0003
2023-11-15 2023-09-30 13F EXCELERATE ENERGY CL A COM 30069T101 119,599 -23,121 -16.20 2,038 -29.78 0.0002
2023-08-14 2023-06-30 13F EXCELERATE ENERGY CL A COM 30069T101 142,720 -23,478 -14.13 2,901 -21.15 0.0003
2023-05-15 2023-03-31 13F EXCELERATE ENERGY CL A COM 30069T101 166,198 -6,917 -4.00 3,680 -15.15 0.0004
2023-02-14 2022-12-31 13F EXCELERATE ENERGY CL A COM 30069T101 173,115 41,609 31.64 4,337 40.92 0.0005
2022-11-14 2022-09-30 13F EXCELERATE ENERGY CL A COM 30069T101 131,506 -29,999 -18.57 3,077 -4.35 0.0004
2022-10-27 2022-06-30 13F/A-1 EXCELERATE ENERGY CL A COM 30069T101 161,505 161,505 3,217 0.0004
2022-08-15 2022-06-30 13F EXCELERATE ENERGY CL A COM 30069T101 161,505 161,505 3,217 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.