Exploring Excelerate Energy, Inc. (EE) Investor Profile: Who’s Buying and Why?

Ever wondered who's investing in Excelerate Energy, Inc. (EE) and what's driving their decisions? As of Q4 2023, institutional investors held a significant 68.7% ownership stake, while retail investors accounted for 24.3% and insiders held 7%. Are you curious about the major players influencing this LNG solutions provider? The largest shareholders include George Kaiser Family Foundation with 32.37%, Vanguard Group Inc with 8.582%, and BlackRock Inc. with 12.4% ownership. Could Excelerate Energy's strategic positioning in global LNG infrastructure, combined with projected revenue growth to $850 million by 2025, be the key reasons behind these investments? Dive in to uncover the motivations and strategies of these key investors and how they're shaping the future of Excelerate Energy.

Excelerate Energy, Inc. (EE) Who Invests in [Company Name] and Why?

Understanding the investor profile of Excelerate Energy, Inc. (EE) provides valuable insights into the company's market perception and future prospects. A diverse investor base can contribute to stock stability, while concentrated ownership may indicate strong confidence from key players. Here’s a breakdown of who’s investing in Excelerate Energy and the motivations behind their investment strategies. You can also explore the company's Excelerate Energy, Inc. (EE): History, Ownership, Mission, How It Works & Makes Money.

Key Investor Types

Excelerate Energy's investor base can be broadly categorized into institutional investors, retail investors, and insider ownership. As of Q4 2023, the ownership breakdown was:

• Institutional Investors: 68.7%
• Retail Investors: 24.3%
• Insider Ownership: 7%

Institutional Investors

Institutional investors, such as mutual funds, hedge funds, and pension funds, hold a significant portion of Excelerate Energy's shares. As of April 17, 2025, 357 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities and Exchange Commission (SEC), holding a total of 27,819,904 shares.

Top institutional investors include:

• George Kaiser Family Foundation: 32.37%
• Vanguard Group Inc: 15.3% ownership as of Q4 2023
• BlackRock Inc.: 12.4% ownership as of Q4 2023
• State Street Corporation: 6.2% ownership as of Q4 2023
• Ranger Investment Management, L.P.

These institutions often have a long-term investment horizon and conduct thorough research before investing. Their presence can lend credibility to Excelerate Energy's business model.

Hedge Funds

Hedge funds also hold positions in Excelerate Energy. Currently, 66 hedge funds' portfolios include Excelerate Energy stocks, representing 62.54% of the company's total outstanding stocks, or 16.42 million shares. However, recent activity shows some shifts:

• A -31.61% decrease in shares held compared to the previous quarter, a reduction of -7.59 million shares.
• 30.3% of current hedge fund investors increased their holdings.
• 39.39% of current holders sold a portion of their shares.
• 16.67% closed their positions completely.
• 8 hedge funds initiated new positions in Q1 2023, representing 12.12% of total holders.

Retail Investors

Retail investors include individual investors who buy and sell shares through brokerage accounts. They constitute a notable portion of Excelerate Energy’s shareholders. As of Q4 2023, retail investors held approximately 24.3% of the company's shares.

Investment Motivations

Several factors attract investors to Excelerate Energy:

• Growth Prospects: Excelerate Energy is seen as a key player in the expanding global LNG infrastructure market.
• Strategic Market Positioning: The company's focus on providing integrated services along the LNG value chain positions it to capitalize on the increasing demand for cleaner energy solutions.
• Financial Performance: Excelerate Energy has demonstrated strong financial health. For the full year 2024, the company reported net income of $153.0 million and adjusted EBITDA of $348.2 million.
• Global LNG Infrastructure Expansion: Investors are drawn to the company's role in connecting growing global LNG supply to attractive demand centers.

Investment Strategies

Investors in Excelerate Energy employ various strategies, including:

According to data:
62% employ a long-term hold strategy,
23% engage in short-term trading,
15% utilize value investing.

Long-Term Holding: Many institutions and individual investors adopt a long-term holding strategy, driven by the expectation of sustained growth in the LNG sector and Excelerate Energy's strategic positioning. This is evidenced by the fact that as of Q4 2023, 62% of investors were categorized as long-term holders.

Short-Term Trading: Some investors seek to profit from short-term price fluctuations, taking advantage of market volatility and news events.

Value Investing: Value investors are attracted to Excelerate Energy's intrinsic value, focusing on financial metrics such as the price-to-earnings ratio and revenue growth.

Financial Performance Metrics

Key financial metrics that influence investor decisions include:

• Revenue: In 2024, Excelerate Energy had annual revenue of $851.44 million.
• Earnings Per Share (EPS): The consensus EPS forecast for the quarter ending March 2025 is $0.36.

Institutional Ownership and Major Shareholders

As of Q4 2023, the institutional ownership for Excelerate Energy stood at 68.7% of total outstanding shares.

Fund Sentiment Score

The Fund Sentiment Score identifies stocks being heavily bought by funds, utilizing a quantitative model that assesses increases in disclosed owners and changes in portfolio allocations. The score ranges from 0 to 100, with higher numbers indicating greater accumulation relative to peers; 50 is the average.

Recent Developments and Investor Reactions

Recent corporate actions have also influenced investor sentiment. For example, Excelerate Energy's announcement of a $700 million offering of senior notes due in 2030 to fund the acquisition of New Fortress Energy's Jamaica business and repay debt has been a significant financial move.

Analyst Ratings

According to 6 analysts, the average rating for EE stock is 'Hold.' The 12-month stock price forecast is $31.17, which is an increase of 17.09% from the latest price.

Dividend Payout

Excelerate Energy's Board of Directors approved a quarterly cash dividend of $0.06 per share, or $0.24 per share on an annualized basis, payable on March 27, 2025.

Financial Overview Table (2024)

Excelerate Energy, Inc. (EE) Institutional Ownership and Major Shareholders of Excelerate Energy, Inc. (EE)

Institutional ownership in Excelerate Energy, Inc. (EE) plays a significant role in shaping the company's stock performance and strategic direction. Examining the top institutional investors, changes in their ownership stakes, and the overall impact they have can provide valuable insights for potential and current investors.

As of the latest filings, several major institutional investors hold substantial positions in Excelerate Energy, Inc. (EE). While specific shareholdings can fluctuate, some of the consistently prominent names include:

• BlackRock Fund Advisors: Holding a significant number of shares, BlackRock is a major player.
• The Vanguard Group, Inc.: Known for its index funds and ETFs, Vanguard typically maintains a large position.
• State Street Global Advisors: Another leading asset manager with a substantial stake.
• Other Institutional Investors: A mix of pension funds, hedge funds, and other investment firms also hold notable positions, contributing to the overall institutional ownership.

These institutional investors often manage vast portfolios, and their investment decisions are driven by extensive research and analysis. Their confidence in Excelerate Energy, Inc. (EE), as reflected in their holdings, can influence market perception and stock valuation.

Recent changes in institutional ownership can signal shifts in sentiment towards Excelerate Energy, Inc. (EE). Increases in institutional holdings may indicate a positive outlook, driven by factors such as strong financial performance, growth prospects, or favorable industry trends. Conversely, decreases could suggest concerns about the company's future performance or broader market conditions.

Monitoring these changes involves analyzing SEC filings, such as 13F filings, which provide quarterly updates on institutional holdings. By tracking these filings, investors can gain insights into whether institutional investors are increasing, decreasing, or maintaining their positions in Excelerate Energy, Inc. (EE).

The actions of large institutional investors can have a pronounced impact on Excelerate Energy, Inc. (EE)'s stock price and strategic options. Their trading activity can create significant buying or selling pressure, influencing short-term price movements. Moreover, institutional investors often engage with company management, providing input on strategic decisions and corporate governance.

For instance, if a large institutional investor expresses concerns about a particular strategy or advocates for a specific course of action, the company may take these views into consideration. This engagement can lead to changes in strategic direction, capital allocation, or other key areas.

Institutional investors also play a crucial role in providing liquidity to the market. Their participation ensures that there are sufficient buyers and sellers for Excelerate Energy, Inc. (EE)'s stock, reducing volatility and making it easier for individual investors to trade shares.

In summary, institutional ownership is a critical aspect of Excelerate Energy, Inc. (EE)'s investor profile. The top institutional investors, changes in their ownership stakes, and their overall impact can provide valuable insights for investors seeking to understand the dynamics of the company's stock and its strategic direction. Regular monitoring of institutional activity is essential for making informed investment decisions.

For further insights into Excelerate Energy, Inc. (EE)'s financial standing, consider exploring: Breaking Down Excelerate Energy, Inc. (EE) Financial Health: Key Insights for Investors

Excelerate Energy, Inc. (EE) Key Investors and Their Impact on Excelerate Energy, Inc. (EE)

Understanding the investor profile of Excelerate Energy, Inc. (EE) provides critical insights into the company's stability, growth potential, and strategic direction. Examining who holds significant stakes in EE and their recent activities can reveal a lot about market sentiment and future expectations. The influence of these investors can range from shaping corporate governance to driving stock performance.

While specific, real-time data on all of Excelerate Energy, Inc.'s (EE) investors and their recent moves changes constantly, we can focus on the types of investors and their potential impact, drawing from available resources and general financial knowledge. For detailed, up-to-the-minute information, referring to financial news outlets, SEC filings, and investor relations pages is essential.

Institutional investors, mutual funds, hedge funds, and private equity firms are likely to hold significant positions in Excelerate Energy, Inc. (EE). These institutions often have substantial resources and expertise to conduct thorough research, influencing their investment decisions.

• Institutional Investors: These include pension funds, insurance companies, and university endowments. They typically invest for the long term and can provide stability to the stock.
• Mutual Funds: These funds pool money from many investors to invest in a diversified portfolio. Their activity can reflect broader market trends and investor sentiment.
• Hedge Funds: Known for their aggressive strategies, hedge funds may take large positions and engage in short-term trading, potentially causing volatility.
• Private Equity Firms: These firms might have a longer-term investment horizon, often seeking to increase the value of the company through strategic changes.

The influence of these investors can manifest in several ways:

• Company Decisions: Large shareholders can influence board appointments and strategic decisions through voting rights.
• Stock Movements: Significant buying or selling activity can impact the stock price, especially if it signals confidence or concern about the company's prospects.
• Activism: Some investors may take an activist approach, publicly advocating for changes in the company's strategy or governance.

Monitoring recent moves by key investors is crucial for understanding the evolving dynamics of Excelerate Energy, Inc. (EE). This includes tracking large stake purchases or sales, which are often disclosed in SEC filings such as Form 4 (for insider trading) and Schedule 13D/G (for significant ownership positions). Any signs of increased or decreased interest from major investors can be a leading indicator of future performance.

For additional background information, you can explore: Excelerate Energy, Inc. (EE): History, Ownership, Mission, How It Works & Makes Money.

Here's a hypothetical example of how investor data might be presented (note: this is for illustrative purposes only and does not reflect actual data):

Analyzing these dynamics requires continuous monitoring of financial news, SEC filings, and investor relations updates to stay informed about the most current investor landscape and its potential implications for Excelerate Energy, Inc. (EE).

Excelerate Energy, Inc. (EE) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating the potential of Excelerate Energy, Inc. (EE). This analysis incorporates recent market data, analyst perspectives, and major shareholder activities to provide a comprehensive overview.

As of April 17, 2025, the share price of Excelerate Energy was $26.59. A year prior, on April 22, 2024, the share price was $16.91, marking a significant increase of 57.24% over that period.

Investor Sentiment:

Institutional investors hold a notable stake in Excelerate Energy, Inc. (EE). According to Fintel, as of April 2025, 357 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 27,819,904 shares. Major shareholders include:

• George Kaiser Family Foundation
• Vanguard Group Inc
• Ranger Investment Management, L.P.
• BlackRock, Inc.
• Tortoise Capital Advisors, L.l.c.
• VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
• UBS Group AG
• IWM - iShares Russell 2000 ETF
• TimesSquare Capital Management, LLC
• D. E. Shaw & Co., Inc.

The Fund Sentiment Score indicates the level of institutional accumulation, with scores ranging from 0 to 100, where higher numbers suggest greater accumulation. This score is derived from a multi-factor quantitative model assessing the total increase in disclosed owners and changes in portfolio allocations.

Recent Market Reactions:

Recent news indicates several significant market activities:

• Excelerate Energy announced preliminary estimated Q1 2025 results, with income before taxes expected to be in the range of $52-59 million and adjusted EBITDA between $96-101 million.
• The company completed an upsized public offering of nearly 7 million shares at $26.50 each, raising $184 million to help finance the $1.055 billion acquisition of New Fortress Energy's Jamaica operations.
• The acquisition includes the Montego Bay and Old Harbour LNG terminals and the Clarendon co-generation plant.

MarketBeat reported that short interest in Excelerate Energy increased by 17.27% recently, suggesting decreasing investor sentiment. As of April 18, 2025, 4.36% of the float has been sold short, with a short interest ratio of 3.3.

Analyst Perspectives:

Analysts' opinions on Excelerate Energy are varied. Wall Street analysts project an average price target of $31.17 for EE, with forecasts ranging from a high of $37.00 to a low of $22.00. This average target represents a potential upside of 17.21% from the current share price of $26.59. However, GuruFocus presents a more cautious view, estimating a GF Value of $13.79, indicating a potential downside risk.

According to Zacks Investment Research, the consensus EPS forecast for the quarter ending March 2025 is $0.36, compared to $0.24 for the same quarter last year. The consensus EPS forecast for the fiscal year ending December 2025 has increased over the past month from $1.39 to $1.46.

A consensus rating of 'Hold' is advised for Excelerate Energy. The company's average rating score is 2.00, based on 3 'buy' ratings and 3 'sell' ratings.

Financial Health and Growth Forecasts:

Excelerate Energy's financial maneuvers and growth forecasts provide additional insights:

• The company aims to power growth with a $700 million senior notes offering.
• Forecast annual earnings growth rate of 22.64%, is expected to beat the US Oil & Gas Midstream industry's average of 9.37%.
• Forecast annual revenue growth rate of 27.74%, also expected to surpass the US Oil & Gas Midstream industry's average of 8.95%.

According to an earnings call transcript from February 27, 2025, Excelerate Energy reported a strong EPS of $0.40, exceeding the forecasted $0.35, and revenue of $274.6 million, above the expected $194.96 million for Q4 2024. The company achieved a record adjusted EBITDA of $348 million for 2024.

Given these factors, investors should carefully weigh the potential upside, as suggested by analyst price targets, against the downside risks indicated by valuation insights and market trends. Monitoring major shareholder activities and overall market sentiment remains crucial for making informed investment decisions regarding Excelerate Energy, Inc. (EE).

For further insights into the company's financial well-being, explore Breaking Down Excelerate Energy, Inc. (EE) Financial Health: Key Insights for Investors.