As of November 6, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of Excelerate Energy, Inc. The largest reported stake is Wellington Management Group LLP's, at 10.5%. 10 filings are on record since August 12, 2025 (Schedule 13G/A, July 8, 2026).
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Key facts
- · Reporting person: Copeland Capital Management, LLC · Sole voting: 1,258,217 · Shared voting: 299,709 · Sole dispositive: 0 · Shared dispositive: 1,557,926 · SCHEDULE 13G, 2026-10-13
- · Holder: Copeland Capital Management, LLC · Percent: 6.2% · SCHEDULE 13G
- · Reporting person: Wellington Management Group LLP · Sole voting: 0 · Shared voting: 2,233,934 · Sole dispositive: 0 · Shared dispositive: 3,339,759 · SCHEDULE 13G/A, 2026-07-08
- · Holder: Wellington Management Group LLP · Percent: 8.2% · SCHEDULE 13G/A
- · Holder: The Vanguard Group · Percent: 0% · SCHEDULE 13G/A
Excelerate Energy, Inc. has 10 Schedule 13D or 13G filings on record since 2025-08-12. 2 holders' latest filing reports 5% or more of class a common stock, par value $0.001 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Wellington Management Group LLP | 10.5% | 3,339,759 | SCHEDULE 13G/A, 2026-07-08 | 2026-06-30 |
| Copeland Capital Management, LLC | 6.1% | 1,922,979 | SCHEDULE 13G, 2026-10-13 | 2026-09-30 |
| Ranger Investment Management, L.P. | 3.9% | 4 | SCHEDULE 13G/A, 2025-12-29 | 2025-12-26 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-26 | 2026-03-13 |
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More on Excelerate Energy, Inc. and the records around it.
Excelerate Energy, Inc. elsewhere on the record
Companies that share a holder
- Copeland Capital Management, LLC also filed stake reports on 4 other companies: U S PHYSICAL THERAPY INC /NV (Oct 2026), Shoe Carnival (May 2026)
- Wellington Management Group LLP also filed stake reports on 240 other companies: Hub Group, Inc. (Oct 2026), Latham Group, Inc. (Oct 2026), Redwood Trust, Inc. (Oct 2026)
- The Vanguard Group also filed stake reports on 2384 other companies: BellRing Brands, Inc. (Sep 2026), CAL-MAINE FOODS INC (Sep 2026), FTAI Aviation Ltd. (Sep 2026)
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What the Full Report on Excelerate Energy, Inc. covers
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 0 | 2,233,934 | 0 | 3,339,759 | SCHEDULE 13G/A, 2026-07-08 |
| Wellington Group Holdings LLP | 0 | 2,233,934 | 0 | 3,339,759 | SCHEDULE 13G/A, 2026-07-08 |
| Wellington Investment Advisors Holdings LLP | 0 | 2,233,934 | 0 | 3,339,759 | SCHEDULE 13G/A, 2026-07-08 |
| Wellington Management Company LLP | 0 | 2,205,920 | 0 | 2,885,141 | SCHEDULE 13G/A, 2026-07-08 |
| Copeland Capital Management, LLC | 1,258,217 | 299,709 | 0 | 1,557,926 | SCHEDULE 13G, 2026-10-13 |
The latest filing identifies Excelerate Energy, Inc. by CUSIP 30069T101 and gives its principal executive office as 2445 Technology Forest Blvd., Level 6, The Woodlands, TX 77381 (SCHEDULE 13G, 2026-10-13).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-12 | Wellington Management Group LLP | 7.7% | SCHEDULE 13G |
| 2025-10-30 | The Vanguard Group | 7.47% | SCHEDULE 13G/A |
| 2025-11-07 | Wellington Management Group LLP | 9% | SCHEDULE 13G/A |
| 2025-11-07 | Wellington Management Group LLP | 11.4% | SCHEDULE 13G/A |
| 2025-12-29 | Ranger Investment Management, L.P. | 3.9% | SCHEDULE 13G/A |
| 2026-03-26 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-05-15 | Wellington Management Group LLP | 8.2% | SCHEDULE 13G/A |
| 2026-07-08 | Wellington Management Group LLP | 10.5% | SCHEDULE 13G/A |
| 2026-08-04 | Copeland Capital Management, LLC | 6.2% | SCHEDULE 13G |
| 2026-10-13 | Copeland Capital Management, LLC | 6.1% | SCHEDULE 13G |
Questions about who owns Excelerate Energy, Inc.
Who owns Excelerate Energy, Inc.?
On this page, 2 holders' latest ownership filings report 5% or more of Excelerate Energy, Inc.: Wellington Management Group LLP (10.5%, Schedule 13G/A, filed 2026-07-08) and Copeland Capital Management, LLC (6.1%, Schedule 13G, filed 2026-10-13).
Who are the largest shareholders of Excelerate Energy, Inc.?
By the share each holder's latest filing reports, the largest holders of Excelerate Energy, Inc. on this page are Wellington Management Group LLP (10.5%) and Copeland Capital Management, LLC (6.1%).
When did Wellington Management Group LLP buy into Excelerate Energy, Inc.?
The filings give report dates, not purchase dates. The earliest filing from Wellington Management Group LLP on this page is the Schedule 13G, filed 2025-08-12, reporting 7.7%; its latest, Schedule 13G/A filed 2026-07-08, reports 10.5%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 10 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.