Copeland Capital holds 6.20% of Excelerate Energy

Copeland Capital Management, LLC reports beneficial ownership of common stock of Excelerate Energy, Inc..

Accepted by SEC EDGAR 08/04/2026 - 02:03 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Copeland Capital Management, LLC reports beneficial ownership of common stock of Excelerate Energy, Inc.. Copeland holds 1,973,585 shares beneficially owned, representing 6.20% of the common stock of Excelerate Energy, Inc.

Copeland has sole voting power over 1,277,810 shares and shared voting power over 324,975 shares. It also has sole dispositive power over 1,648,610 shares and shared dispositive power over 324,975 shares. The filing is signed by Sofia A. Rosala, General Counsel and CCO of Copeland Capital Management, LLC.

Key Figures

Beneficially owned shares: 1,973,585 shares Percent of class: 6.20% Sole voting power: 1,277,810 shares +3 more

6 metrics

Beneficially owned shares 1,973,585 shares Amount beneficially owned by Copeland Capital Management, LLC

Percent of class 6.20% Percentage of Excelerate Energy common stock class beneficially owned

Sole voting power 1,277,810 shares Shares over which Copeland has sole power to vote

Shared voting power 324,975 shares Shares over which Copeland has shared power to vote

Sole dispositive power 1,648,610 shares Shares over which Copeland has sole power to dispose

Shared dispositive power 324,975 shares Shares over which Copeland has shared power to dispose

Key Terms

beneficially owned, sole voting power, shared voting power, sole dispositive power, +2 more

6 terms

beneficially owned financial

"Item 4. | Ownership (a) | Amount beneficially owned: 1,973,585"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

sole voting power financial

"(i) Sole power to vote or to direct the vote: 1,277,810"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

shared voting power financial

"(ii) Shared power to vote or to direct the vote: 324,975"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

sole dispositive power financial

"(iii) Sole power to dispose or to direct the disposition of: 1,648,610"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

shared dispositive power financial

"(iv) Shared power to dispose or to direct the disposition of: 324,975"

Schedule 13G regulatory

""form_type": "SCHEDULE 13G""

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What percentage of Excelerate Energy (EE) does Copeland Capital Management own?

Copeland Capital Management reports beneficial ownership of 6.20% of Excelerate Energy’s common stock, representing 1,973,585 shares. This level of ownership makes Copeland a significant institutional holder in the company’s equity.

How many Excelerate Energy (EE) shares does Copeland Capital Management beneficially own?

Copeland Capital Management beneficially owns 1,973,585 shares of Excelerate Energy common stock. This position corresponds to 6.20% of the class, as disclosed in the Schedule 13G ownership report.

What voting power does Copeland Capital Management have over Excelerate Energy (EE) shares?

Copeland Capital Management has sole voting power over 1,277,810 shares and shared voting power over 324,975 shares of Excelerate Energy common stock, reflecting its influence on shareholder voting matters.

What dispositive power does Copeland Capital Management report over Excelerate Energy (EE) stock?

Copeland reports sole dispositive power over 1,648,610 shares and shared dispositive power over 324,975 shares of Excelerate Energy common stock, indicating the extent of its control over potential sales or transfers.

Who signed the Excelerate Energy (EE) ownership report for Copeland Capital Management?

The ownership report for Excelerate Energy was signed by Sofia A. Rosala, serving as General Counsel and Chief Compliance Officer of Copeland Capital Management, LLC, dated 08/04/2026.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Excelerate Energy, Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

30069T101

(CUSIP Number)

06/30/2026

(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

CUSIP Number(s): 30069T101

1

Names of Reporting Persons

Copeland Capital Management, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,277,810.00
6	Shared Voting Power 324,975.00
7	Sole Dispositive Power 1,648,610.00
8	Shared Dispositive Power 324,975.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,973,585.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

6.20 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Excelerate Energy, Inc.
(b)	Address of issuer's principal executive offices: 2445 Technology Forest Blvd., Level 6, The Woodlands, Texas 77381
Item 2.
(a)	Name of person filing: Copeland Capital Management, LLC
(b)	Address or principal business office or, if none, residence: 161 Washington St, Suite 1325, Conshohocken, PA 19428
(c)	Citizenship: U.S.A
(d)	Title of class of securities: Common Stock
(e)	CUSIP Number(s): 30069T101
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 1,973,585
(b)	Percent of class: 6.20%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 1,277,810
	(ii) Shared power to vote or to direct the vote: 324,975
	(iii) Sole power to dispose or to direct the disposition of: 1,648,610
	(iv) Shared power to dispose or to direct the disposition of: 324,975
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having such purpose or effect. By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having such purpose or effect. By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Copeland Capital Management, LLC

Signature:	Sofia A. Rosala
Name/Title:	General Counsel and CCO
Date:	08/04/2026