Who owns Excelerate Energy, Inc., from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
Copeland Capital Management, LLC: 6.2% · 1,973,585 shares
Wellington Management Group LLP: 10.5% · 3,339,759 shares — Wellington Group Holdings LLP: 10.5% · 3,339,759 shares — Wellington Investment Advisors Holdings LLP: 10.5% · 3,339,759 shares
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Sign up freeEvery institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Excelerate Energy, Inc. they hold. Together these 285 managers report 118.02% of shares outstanding.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| George Kaiser Family Foundation | $298M | 7,854,167 | 28.65% | 24.75% | June 30, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | $127M | 3,339,759 | 0.02% | 10.52% | June 30, 2026 |
283 more institutional holders behind a free account
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Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 229 funds hold 35.04% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| Strategic Advisers Fidelity U.S. Total Stock Fund | $32.3M | 0.01% | 2.53% | February 28, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | $26.5M | 0.00% | 2.20% | June 30, 2026 |
227 more funds behind a free account
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