Position in EE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$21,692
+$2,610 QoQ
Shares Held
571
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#169
of 222 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Cornerstone Planning Group LLC holds $298,865 across 17 Oil & Gas Midstream names. EE ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMI |
Kinder Morgan, Inc.
|
2,926 | $93,544 | |
| 2 | TRGP |
Targa Resources Corp.
|
148 | $39,684 | |
| 3 | WMB |
Williams Companies, Inc.
|
508 | $37,764 | |
| 4 | TRP |
Tc Energy Corp
|
458 | $30,360 | |
| 5 | EE |
Excelerate Energy, Inc.
This page
|
571 | $21,692 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
566 | $20,806 | |
| 7 | ENB |
Enbridge Inc
|
339 | $18,377 | |
| 8 | LNG |
Cheniere Energy, Inc.
|
47 | $11,233 |
All Filings in EE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,692 | 571 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $19,082 | 571 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $12,959 | 462 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,216 | 88 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||