Position in EE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$341,985
+$111,421 QoQ
Shares Held
9,002
+30.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#114
of 220 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in EE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $4,210,700 across 6 Oil & Gas Midstream names. EE ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ET |
Energy Transfer LP
|
88,931 | $1,700,360 | |
| 2 | EPD |
Enterprise Products Partners L.P.
|
18,855 | $693,109 | |
| 3 | TRP |
Tc Energy Corp
|
9,831 | $651,696 | |
| 4 | ENB |
Enbridge Inc
|
9,062 | $491,251 | |
| 5 | EE |
Excelerate Energy, Inc.
This page
|
9,002 | $341,985 | |
| 6 | WMB |
Williams Companies, Inc.
|
4,470 | $332,299 |
All Filings in EE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,985 | 9,002 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $230,564 | 6,899 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $202,773 | 7,229 | Shares | Defined | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||