STOCK TITAN

Wellington holds 2.63M shares in Excelerate Energy (EE) — 8.22%

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Excelerate Energy, Inc. ownership disclosure: Wellington Management Group LLP and affiliated Wellington entities report beneficial ownership of 2,634,172 shares of Common Stock, representing 8.22% of the class.

The filing (Schedule 13G/A, Amendment No. 3) lists shared voting power and shared dispositive power across named Wellington entities and states these shares are owned of record by clients of Wellington investment advisers.

Positive

  • None.

Negative

  • None.

Insights

Wellington reports an 8.22% passive stake in Excelerate Energy.

Wellington Management Group LLP and affiliated entities disclose they beneficially own 8.22% of common stock, shown as 2,634,172 shares. The voting and dispositive powers are reported as shared among multiple Wellington entities.

These holdings are recorded as owned by clients of Wellington investment advisers; the filing characterizes the position as investment-advisory record ownership rather than direct sole control. Subsequent filings would show any material changes.

Beneficial ownership 2,634,172 shares reported in Schedule 13G/A Amendment No. 3
Percent of class 8.22% percent of Common Stock reported
Sole voting power 0 sole voting power reported by Wellington entities
Shared voting power (example) 1,758,149 shares shared voting power shown for several Wellington entities
Shared dispositive power (example) 2,634,172 shares shared dispositive power shown across reporting entities
Beneficial ownership regulatory
"Amount beneficially owned: See the responses to Item 9"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Shared dispositive power regulatory
"Shared Dispositive Power 2,634,172.00"
Schedule 13G/A regulatory
"(Amendment No. 3 ) Excelerate Energy, Inc."
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.





30069T101

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026

FAQ

What stake does Wellington Management report in Excelerate Energy (EE)?

Wellington Management and affiliated entities report beneficial ownership of 2,634,172 shares, equal to 8.22% of Excelerate Energy's common stock. The shares are held of record by clients of Wellington investment advisers and shown as shared voting/dispositive power.

Which Wellington entities are named in the Schedule 13G/A for EE?

The filing names Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP as reporting persons with shared voting and dispositive powers over the reported shares.

Does the Schedule 13G/A show sole voting or dispositive power for Wellington?

No. The disclosure reports 0 shares with sole voting power and 0 with sole dispositive power; the position is described with shared voting and shared dispositive power across the named Wellington entities.

Are the reported EE shares owned directly by Wellington or by clients?

The filing states the shares are owned of record by clients of one or more Wellington investment advisers. Wellington reports beneficial ownership through those client accounts rather than asserting sole direct ownership of the securities.

When was the Schedule 13G/A signed for the EE disclosure?

The Schedule 13G/A Amendment No. 3 is signed by Matthew Revell as Compliance Manager with signature dates shown as 05/15/2026. The cover indicates an additional date of 03/31/2026 associated with the reported CUSIP line.