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Excelerate Energy, Inc. (EE)

USD38.67 -0.34 (-0.86%)
US NYSE Utilities Renewable Utilities
Address 2445 Technology Forest Boulevard 77381
The Woodlands, TX, US
CEO Steven Kobos
IPO 2022-04-13
CIK 1888447 ISIN US30069T1016

Explore sections of this company profile

Description

Excelerate Energy, Inc. is a worldwide supplier of versatile liquefied natural gas (LNG) solutions. The company's services are extensive, encompassing floating regasification, notably through its Floating Storage and Regasification Units (FSRUs), along with the development of crucial energy infrastructure. It also handles the procurement, supply, and distribution of both LNG and natural gas. Furthermore, Excelerate Energy offers LNG terminal operations, provides natural gas for power generation projects, and delivers a range of smaller-scale gas distribution systems. A key operational asset is an LNG terminal in Bahia, Brazil, which the company operates under a lease agreement. Founded in 2003, Excelerate Energy, Inc. is headquartered in The Woodlands, Texas, and functions as a subsidiary of Excelerate Energy Holdings, LLC, with Excelerate Energy, LLC serving as its general partner.

News Sentiment (7d)
78 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD38.67 -0.34 (-0.86%)
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Volume Profile
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Liquidity & share structure
Average Volume
387.2K
Beta
1.27
Float Shares
31.60M
Free Float %
98.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.38% +17.94% +6.31% -9.44% +34.72% +30.30% +25.52% +69.84% +36.13% +36.13% +36.13%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (15 ratings, all time) Buy
Price Targets & DCF
Current price
38.67
Low 36.00 -6.9%
Consensus 40.83 +5.6%
Median 40.00 +3.5%
High 50.00 +29.3%
DCF (Unlevered) 8.88 -77.0%
DCF (Levered) 171.55 +343.7%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 67% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 7 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
40.00
+3.5%
Last Year 9
37.11
-4.0%
All Time 12
33.58
-13.2%
Quality scores
Altman Z-Score
2.06
Grey zone
Piotroski F-Score
4 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
3 / 5
Medium
D/E Score
4 / 5
High
P/E Score
5 / 5
High
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Renewable Utilities: +1.3%
    +44.3% Q1'26: +37.6% (vs Q1'25)
  • EPS growth Renewable Utilities: +6.7%
    +0.8% Q1'26: -19.6% (vs Q1'25)
  • FCF margin FCF growth · Renewable Utilities: +50.4%
    +25.1% Q1'26: +7,776.9% (vs Q1'25)
  • EBIT margin Renewable Utilities: +22.3%
    +23.5% Q1'26: +18.9% (vs Q1'25)
  • ROIC Renewable Utilities: +3.5%
    +7.9% Q1'26: +8.8% (vs Q1'25)
  • Share dilution Renewable Utilities: +0.0%
    +18.5% Q1'26: +27.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Renewable Utilities: 3.24×
    3.42× Q1'26: 2.94× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.32) × ERP
WACC = 42% × Ke + 58% × Kd (6.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 10.13 Current price: 38.67
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
6 Rev. Ana.
4 EPS Ana.
Dec 2027
6 Rev. Ana.
5 EPS Ana.
Dec 2028
5 Rev. Ana.
5 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Dec 2030
2 Rev. Ana.
1 EPS Ana.
Revenue
2.47B
est: 2.25B (+9.8%)
1.16B
est: 898.98M (+28.9%)
851.44M
est: 754.08M (+12.9%)
1.23B
est: 1.18B (+3.7%)
1.54B
1.33B – 2.02B
+29.8% YoY
1.85B
1.41B – 2.34B
+20.3% YoY
2.06B
1.96B – 2.15B
+11.2% YoY
2.24B
1.71B – 2.87B
+8.8% YoY
2.60B
1.99B – 3.34B
+16.1% YoY
EBITDA
296.87M
est: 749.89M (-60.4%)
326.70M
est: 255.17M (+28.0%)
315.79M
est: 214.04M (+47.5%)
418.54M
est: 336.06M (+24.5%)
436.12M
377.19M – 574.62M
+29.8% YoY
524.44M
399.85M – 663.52M
+20.3% YoY
583.35M
555.29M – 611.40M
+11.2% YoY
634.46M
486.49M – 815.84M
+8.8% YoY
736.91M
565.04M – 947.58M
+16.1% YoY
EBIT
167.86M
est: 441.09M (-61.9%)
210.61M
est: 161.56M (+30.4%)
215.00M
est: 135.52M (+58.6%)
289.05M
est: 212.77M (+35.9%)
276.13M
238.81M – 363.82M
+29.8% YoY
332.04M
253.16M – 420.10M
+20.3% YoY
369.34M
351.57M – 387.10M
+11.2% YoY
401.70M
308.01M – 516.54M
+8.8% YoY
466.56M
357.75M – 599.95M
+16.1% YoY
Net Income
26.27M
est: 9.15M (+187.0%)
30.41M
est: 30.60M (-0.6%)
32.88M
est: 36.00M (-8.7%)
39.20M
est: 42.26M (-7.2%)
52.87M
40.15M – 57.58M
+25.1% YoY
63.94M
49.05M – 78.84M
+21.0% YoY
80.22M
58.46M – 97.55M
+25.5% YoY
148.52M
103.49M – 203.72M
+85.1% YoY
272.54M
189.91M – 373.84M
+83.5% YoY
SGA
66.10M
est: 80.78M (-18.2%)
est: 28.17M (-100.0%)
est: 23.63M (-100.0%)
94.49M
est: 37.09M (+154.7%)
48.14M
41.63M – 63.43M
+29.8% YoY
57.89M
44.13M – 73.24M
+20.3% YoY
64.39M
61.29M – 67.49M
+11.2% YoY
70.03M
53.70M – 90.05M
+8.8% YoY
81.34M
62.37M – 104.59M
+16.1% YoY
EPS
3.05
est: 0.34 (+790.5%)
1.16
est: 1.18 (-1.6%)
1.29
est: 1.20 (+7.9%)
1.31
est: 1.38 (-5.1%)
1.60
1.31 – 1.88
+15.6% YoY
2.04
1.60 – 2.57
+27.9% YoY
2.82
1.91 – 3.19
+38.0% YoY
4.85
3.38 – 6.65
+72.3% YoY
8.90
6.20 – 12.21
+83.5% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-21 Morgan Stanley Equal Weight Equal Weight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 B- 3/5 5/5 2/5 2/5 1/5 2/5 3/5
2026-05-11 B- 3/5 5/5 2/5 2/5 1/5 2/5 3/5
2026-05-08 A+ 4/5 5/5 5/5 5/5 1/5 5/5 3/5
2026-05-07 A 4/5 5/5 1/5 3/5 4/5 5/5 5/5
2026-05-06 A 4/5 5/5 1/5 3/5 4/5 5/5 5/5
2026-05-05 A- 4/5 5/5 4/5 3/5 1/5 4/5 3/5
2026-05-04 A- 4/5 5/5 4/5 3/5 1/5 4/5 3/5
2026-05-01 A- 4/5 5/5 4/5 3/5 1/5 4/5 3/5
2026-04-30 A- 4/5 5/5 4/5 3/5 1/5 4/5 3/5
2026-04-29 A- 4/5 5/5 4/5 4/5 1/5 4/5 3/5
2026-04-28 A- 4/5 5/5 4/5 4/5 1/5 4/5 3/5
2026-04-27 A- 4/5 5/5 4/5 4/5 1/5 4/5 3/5
2026-04-24 A- 4/5 5/5 4/5 4/5 1/5 4/5 3/5
2026-04-23 A- 4/5 5/5 4/5 4/5 1/5 3/5 3/5
2026-04-22 A- 4/5 5/5 4/5 4/5 1/5 3/5 3/5
2026-04-21 A- 4/5 5/5 4/5 4/5 1/5 3/5 3/5
2026-04-20 A- 4/5 5/5 4/5 4/5 1/5 3/5 3/5
2026-04-17 A- 4/5 5/5 4/5 4/5 1/5 3/5 3/5
2026-04-16 A- 4/5 5/5 4/5 4/5 1/5 3/5 3/5
2026-04-15 A- 4/5 5/5 4/5 4/5 1/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
709.96B
OE per share TTM
21,525.73
Owner's Yield
17,840.55%
Maintenance CapEx ratio
5,270,773.54%
Maint CapEx / Avg PPE
156.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
43
Total invested
24.76M
Insider transactions (90d)
0
Beneficial owners (>5%)
13
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Excelerate Energy Holdings, LLC 82.02M 75.75% 82.02M 82.02M CO 2023-02-10
2 George B. Kaiser 82.02M 75.75% 82.02M 82.02M IN 2023-02-10
3 Excelerate Holdings, LLC 40.60M 37.50% 40.60M 40.60M CO 2023-02-10
4 Frederic Dorwart 7.85M 7.25% 7.85M 7.85M IN 2022-04-22
5 George Kaiser Family Foundation 7.85M 7.25% 7.85M 7.85M CO 2022-04-22
6 Maya Maritime LLC 7.85M 7.25% 7.85M 7.85M OO 2022-04-22
7 Phil Frohlich 7.85M 7.25% 7.85M 7.85M IN 2022-04-22
8 Phil Lakin, Jr. 7.85M 7.25% 7.85M 7.85M IN 2022-04-22
9 (1) BlackRock, Inc. 1.97M 7.50% 1.95M 1.97M HC Delaware 2022-11-09
10 (1)Names of reporting persons. BlackRock, Inc. 1.40M 5.30% 1.37M 1.40M HC Delaware 2024-01-31
11 Ranger Investment GP, LLC 85-4040031 1.32M 5.01% 1.32M 1.32M HC Delaware 2023-05-17
12 Ranger Investment Management, L.P. 02-0661004 1.32M 5.01% 1.32M 1.32M IA Delaware 2023-05-17
13 William Conrad Doenges 1.32M 5.01% 1.32M 1.32M HC Delaware 2023-05-17

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
43
-150 vs prev Q
New positions
13
Closed positions
160
Increased
25
Reduced
7
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 OCEANIC INVESTMENT MANAGEMENT LTD 122.2K +122.2K (+100.0%) 3.43B +3.4B (+100.0%) 0.38% +0.382 pp 3.59% +3.589 pp USD28.05 +0.0% 1 qtrs NEW
2 GEORGE KAISER FAMILY FOUNDATION 7.85M +— (+0.0%) 220.31M +22.5M (+11.4%) 24.54% -0.399 pp 29.48% +1.721 pp USD19.92 +40.8% 15 qtrs
3 WELLINGTON MANAGEMENT GROUP LLP 3.61M +719.1K (+24.9%) 101.18M +28.4M (+39.1%) 11.27% +2.100 pp 0.02% +0.005 pp USD28.62 -2.0% 5 qtrs
4 VANGUARD GROUP INC 2.41M +11.7K (+0.5%) 67.46M +7.2M (+11.9%) 7.52% -0.085 pp 0.00% +0.000 pp USD22.65 +23.8% 15 qtrs
5 BLACKROCK, INC. 1.91M +10.4K (+0.5%) 53.50M +5.7M (+12.0%) 5.96% -0.064 pp 0.00% +0.000 pp USD23.83 +17.7% 6 qtrs
6 RANGER INVESTMENT MANAGEMENT, L.P. 1.22M -393.5K (-24.4%) 34.24M -6.4M (-15.8%) 3.81% -1.312 pp 2.35% -0.486 pp USD23.17 +21.1% 14 qtrs
7 TORTOISE CAPITAL ADVISORS, L.L.C. 1.17M -47.4K (-3.9%) 32.69M +2.1M (+7.0%) 3.64% -0.210 pp 0.42% +0.022 pp USD23.16 +21.1% 15 qtrs
8 COPELAND CAPITAL MANAGEMENT, LLC 1.09M +1.1M (+100.0%) 30.66M +30.7M (+100.0%) 3.42% +3.415 pp 0.68% +0.685 pp USD28.05 +0.0% 1 qtrs NEW
9 TIMESSQUARE CAPITAL MANAGEMENT, LLC 949.7K +25.6K (+2.8%) 26.64M +3.4M (+14.4%) 2.97% +0.033 pp 0.40% +0.068 pp USD28.82 -2.7% 5 qtrs
10 KAYNE ANDERSON CAPITAL ADVISORS LP 911.1K +129.5K (+16.6%) 25.56M +5.9M (+29.8%) 2.85% +0.365 pp 0.58% +0.148 pp USD27.59 +1.7% 3 qtrs
11 FMR LLC 834.0K +221.6K (+36.2%) 23.40M +8.0M (+51.6%) 2.61% +0.661 pp 0.00% +0.000 pp USD26.77 +4.8% 15 qtrs
12 NEUBERGER BERMAN GROUP LLC 703.1K +10.3K (+1.5%) 19.72M +2.3M (+13.0%) 2.20% -0.003 pp 0.01% +0.002 pp USD24.49 +14.5% 8 qtrs
13 GEODE CAPITAL MANAGEMENT, LLC 634.3K +13.8K (+2.2%) 17.79M +2.2M (+13.8%) 1.98% +0.012 pp 0.00% +0.000 pp USD23.22 +20.8% 15 qtrs
14 STATE STREET CORP 521.9K +5.2K (+1.0%) 14.64M +1.6M (+12.5%) 1.63% -0.010 pp 0.00% +0.000 pp USD21.80 +28.7% 15 qtrs
15 DIMENSIONAL FUND ADVISORS LP 507.9K +105.7K (+26.3%) 14.25M +4.1M (+40.6%) 1.59% +0.310 pp 0.00% +0.001 pp USD23.51 +19.3% 10 qtrs
16 UBS GROUP AG 416.1K +183.7K (+79.0%) 11.67M +5.8M (+99.3%) 1.30% +0.562 pp 0.00% +0.001 pp USD28.96 -3.1% 13 qtrs
17 SOURCEROCK GROUP LLC 388.2K +13.0K (+3.5%) 10.89M +1.4M (+15.2%) 1.21% +0.021 pp 0.61% -0.035 pp USD25.71 +9.1% 3 qtrs
18 QUBE RESEARCH & TECHNOLOGIES LTD 378.0K -214.5K (-36.2%) 10.60M -4.3M (-29.0%) 1.18% -0.700 pp 0.01% -0.005 pp USD28.31 -0.9% 10 qtrs
19 RUSSELL INVESTMENTS GROUP, LTD. 372.4K -85.6K (-18.7%) 10.45M -1.1M (-9.5%) 1.16% -0.291 pp 0.01% -0.002 pp USD24.61 +14.0% 14 qtrs
20 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 362.1K -34.8K (-8.8%) 10.16M +159.8K (+1.6%) 1.13% -0.129 pp 0.03% -0.001 pp USD24.05 +16.6% 6 qtrs
21 MORGAN STANLEY 357.1K +77.6K (+27.7%) 10.02M +3.0M (+42.3%) 1.12% +0.228 pp 0.00% +0.000 pp USD24.63 +13.9% 15 qtrs
22 JPMORGAN CHASE & CO 337.9K -70.2K (-17.2%) 9.48M -802.0K (-7.8%) 1.06% -0.240 pp 0.00% +0.000 pp USD27.16 +3.3% 15 qtrs
23 EMERALD ADVISERS, LLC 318.0K +9.1K (+3.0%) 8.92M +1.1M (+14.7%) 0.99% +0.013 pp 0.27% +0.025 pp USD29.28 -4.2% 3 qtrs
24 NORTHERN TRUST CORP 316.9K +123.8K (+64.1%) 8.89M +4.0M (+82.7%) 0.99% +0.377 pp 0.00% +0.001 pp USD24.81 +13.1% 15 qtrs
25 SQUAREPOINT OPS LLC 284.4K -64.0K (-18.4%) 7.98M -797.6K (-9.1%) 0.89% -0.218 pp 0.01% 0.000 pp USD25.86 +8.5% 15 qtrs
26 GOLDMAN SACHS GROUP INC 247.2K -42.2K (-14.6%) 6.93M -356.3K (-4.9%) 0.77% -0.147 pp 0.00% +0.000 pp USD24.82 +13.0% 15 qtrs
27 GEOSPHERE CAPITAL MANAGEMENT, LLC 205.0K +25.0K (+13.9%) 5.75M +1.2M (+26.8%) 0.64% +0.069 pp 1.89% -1.551 pp USD26.75 +4.9% 3 qtrs
28 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 198.9K +1.2K (+0.6%) 5.58M +599.6K (+12.0%) 0.62% -0.006 pp 0.00% +0.000 pp USD22.75 +23.3% 15 qtrs
29 HARTREE PARTNERS, LP 195.7K +57.6K (+41.7%) 5.49M +2.0M (+57.8%) 0.61% +0.173 pp 1.99% +0.789 pp USD26.03 +7.8% 2 qtrs
30 BANK OF NEW YORK MELLON CORP 194.9K +63.5K (+48.3%) 5.47M +2.2M (+65.2%) 0.61% +0.192 pp 0.00% +0.000 pp USD24.29 +15.5% 15 qtrs
31 HITE HEDGE ASSET MANAGEMENT LLC 191.9K +2.1K (+1.1%) 5.38M +602.3K (+12.6%) 0.60% -0.003 pp 0.34% +0.084 pp USD25.22 +11.2% 2 qtrs
32 EMERALD MUTUAL FUND ADVISERS TRUST 184.3K +10.4K (+6.0%) 5.17M +789.6K (+18.0%) 0.58% +0.024 pp 0.25% +0.026 pp USD29.25 -4.1% 3 qtrs
33 ENVESTNET ASSET MANAGEMENT INC 179.2K +169.6K (+1,773.8%) 5.03M +4.8M (+1,986.5%) 0.56% +0.530 pp 0.00% +0.001 pp USD28.12 -0.2% 3 qtrs
34 CAPTION MANAGEMENT, LLC 170.0K +7.9K (+4.9%) 4.77M +685.2K (+16.8%) 0.53% +0.016 pp 0.03% +0.001 pp USD25.32 +10.8% 2 qtrs
35 JACOBS LEVY EQUITY MANAGEMENT, INC 161.8K -61.6K (-27.6%) 4.54M -1.1M (-19.4%) 0.51% -0.204 pp 0.02% -0.005 pp USD23.82 +17.8% 8 qtrs
36 VOYA INVESTMENT MANAGEMENT LLC 154.3K -24.8K (-13.9%) 4.33M -184.5K (-4.1%) 0.48% -0.087 pp 0.00% 0.000 pp USD21.21 +32.2% 12 qtrs
37 BANK OF AMERICA CORP /DE/ 139.6K +129.0K (+1,218.8%) 3.92M +3.6M (+1,368.5%) 0.44% +0.403 pp 0.00% +0.000 pp USD27.82 +0.8% 15 qtrs
38 D. E. SHAW & CO., INC. 136.9K -92.9K (-40.4%) 3.84M -1.9M (-33.7%) 0.43% -0.302 pp 0.00% -0.001 pp USD22.54 +24.4% 9 qtrs
39 BOOTHBAY FUND MANAGEMENT, LLC 136.0K +40.3K (+42.0%) 3.82M +1.4M (+58.2%) 0.43% +0.121 pp 0.06% +0.022 pp USD26.36 +6.4% 3 qtrs
40 AMERIPRISE FINANCIAL INC 135.7K -12.1K (-8.2%) 3.81M +82.9K (+2.2%) 0.42% -0.045 pp 0.00% +0.000 pp USD22.64 +23.9% 14 qtrs
41 RENAISSANCE TECHNOLOGIES LLC 122.6K -111.4K (-47.6%) 3.44M -2.5M (-41.7%) 0.38% -0.360 pp 0.01% -0.002 pp USD20.50 +36.8% 15 qtrs
42 NFJ INVESTMENT GROUP, LLC 92.3K +92.3K (+100.0%) 2.59M +2.6M (+100.0%) 0.29% +0.289 pp 0.09% +0.093 pp USD28.05 +0.0% 1 qtrs NEW
43 VIKING FUND MANAGEMENT LLC 90.0K +— (+0.0%) 2.52M +257.4K (+11.4%) 0.28% -0.005 pp 0.29% +0.019 pp USD20.47 +37.0% 14 qtrs
44 JAIN GLOBAL LLC 89.5K -89.4K (-50.0%) 2.51M -2.0M (-44.3%) 0.28% -0.289 pp 0.01% -0.009 pp USD26.91 +4.2% 3 qtrs
45 SIR CAPITAL MANAGEMENT, L.P. 86.0K -315.6K (-78.6%) 2.41M -7.7M (-76.1%) 0.27% -1.007 pp 0.27% -0.640 pp USD29.25 -4.1% 15 qtrs
46 MARTINGALE ASSET MANAGEMENT L P 74.2K +281.0 (+0.4%) 2.08M +219.3K (+11.8%) 0.23% -0.003 pp 0.05% +0.006 pp USD25.18 +11.4% 7 qtrs
47 KNIGHTS OF COLUMBUS ASSET ADVISORS LLC 70.9K -2.4K (-3.3%) 1.99M +142.3K (+7.7%) 0.22% -0.011 pp 0.11% +0.007 pp USD25.19 +11.4% 2 qtrs
48 KLP KAPITALFORVALTNING AS 70.2K +900.0 (+1.3%) 1.97M +223.4K (+12.8%) 0.22% -0.001 pp 0.01% +0.001 pp USD25.87 +8.4% 5 qtrs
49 ROYAL BANK OF CANADA 69.7K +66.3K (+1,943.0%) 1.96M +1.9M (+2,147.1%) 0.22% +0.207 pp 0.00% +0.000 pp USD27.76 +1.0% 15 qtrs
50 CITADEL ADVISORS LLC 68.9K +56.9K (+471.5%) 1.93M +1.6M (+536.4%) 0.22% +0.177 pp 0.00% +0.000 pp USD27.55 +1.8% 2 qtrs
51 STIFEL FINANCIAL CORP 68.7K +68.7K (+100.0%) 1.93M +1.9M (+100.0%) 0.21% +0.215 pp 0.00% +0.002 pp USD28.05 +0.0% 1 qtrs NEW
52 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 66.1K +66.1K (+100.0%) 1.85M +1.9M (+100.0%) 0.21% +0.206 pp 0.03% +0.029 pp USD28.05 +0.0% 3 qtrs
53 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 62.6K -13.0K (-17.2%) 1.76M -149.5K (-7.8%) 0.20% -0.045 pp 0.01% -0.002 pp USD29.30 -4.3% 5 qtrs
54 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 62.0K -1.5K (-2.3%) 1.74M +140.2K (+8.8%) 0.19% -0.008 pp 0.00% +0.000 pp USD29.32 -4.3% 3 qtrs
55 PRINCIPAL FINANCIAL GROUP INC 61.1K +19.6K (+47.1%) 1.71M +667.7K (+63.8%) 0.19% +0.059 pp 0.00% +0.000 pp USD27.35 +2.6% 5 qtrs
56 SEI INVESTMENTS CO 58.3K +44.1K (+311.1%) 1.64M +1.3M (+357.7%) 0.18% +0.137 pp 0.00% +0.001 pp USD26.98 +4.0% 6 qtrs
57 JACKSON CREEK INVESTMENT ADVISORS LLC 53.3K -2.8K (-5.0%) 1.50M +82.0K (+5.8%) 0.17% -0.012 pp 0.44% +0.033 pp USD28.76 -2.5% 4 qtrs
58 PACER ADVISORS, INC. 52.9K -15.4K (-22.5%) 1.48M -236.1K (-13.7%) 0.17% -0.052 pp 0.00% -0.001 pp USD23.29 +20.4% 13 qtrs
59 AMERICAN CENTURY COMPANIES INC 48.4K +2.5K (+5.4%) 1.36M +201.3K (+17.4%) 0.15% +0.006 pp 0.00% +0.000 pp USD22.71 +23.5% 15 qtrs
60 SWISS NATIONAL BANK 46.6K +— (+0.0%) 1.31M +133.3K (+11.4%) 0.15% -0.002 pp 0.00% +0.000 pp USD26.04 +7.7% 13 qtrs
61 LOS ANGELES CAPITAL MANAGEMENT LLC 50.0K -26.1K (-34.2%) 1.30M -615.2K (-32.1%) 0.16% -0.085 pp 0.00% -0.002 pp USD23.73 +18.2% 11 qtrs
62 XTX TOPCO LTD 46.0K +46.0K (+100.0%) 1.29M +1.3M (+100.0%) 0.14% +0.144 pp 0.03% +0.034 pp USD28.05 +0.0% 4 qtrs
63 NUVEEN, LLC 45.9K -187.0K (-80.3%) 1.29M -4.6M (-78.0%) 0.14% -0.596 pp 0.00% -0.001 pp USD28.48 -1.5% 4 qtrs
64 CAMPBELL & CO INVESTMENT ADVISER LLC 42.3K +9.9K (+30.7%) 1.19M +371.1K (+45.5%) 0.13% +0.029 pp 0.06% -0.005 pp USD29.02 -3.3% 3 qtrs
65 WELLS FARGO & COMPANY/MN 40.9K +16.7K (+68.9%) 1.15M +537.3K (+88.1%) 0.13% +0.051 pp 0.00% +0.000 pp USD25.66 +9.3% 15 qtrs
66 CITIGROUP INC 37.9K -77.7K (-67.2%) 1.06M -1.8M (-63.5%) 0.12% -0.249 pp 0.00% -0.001 pp USD28.63 -2.0% 15 qtrs
67 BALYASNY ASSET MANAGEMENT L.P. 37.6K -36.0K (-48.9%) 1.05M -798.4K (-43.1%) 0.12% -0.116 pp 0.00% -0.001 pp USD25.59 +9.6% 3 qtrs
68 BARCLAYS PLC 37.2K +10.3K (+38.6%) 1.04M +452.3K (+76.6%) 0.12% +0.031 pp 0.00% +0.000 pp USD26.38 +6.3% 15 qtrs
69 CENTERBOOK PARTNERS LP 36.8K -56.2K (-60.4%) 1.03M -1.3M (-55.9%) 0.11% -0.180 pp 0.05% -0.065 pp USD25.99 +7.9% 4 qtrs
70 UBS ASSET MANAGEMENT AMERICAS INC 35.9K +1.6K (+4.6%) 1.01M +142.2K (+16.4%) 0.11% +0.003 pp 0.00% +0.000 pp USD27.19 +3.2% 7 qtrs
71 CANADA PENSION PLAN INVESTMENT BOARD 33.7K +33.7K (+100.0%) 945.3K +945.3K (+100.0%) 0.11% +0.105 pp 0.00% +0.001 pp USD28.05 +0.0% 1 qtrs NEW
72 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 33.3K +— (+0.0%) 935.0K +95.3K (+11.4%) 0.10% -0.002 pp 0.00% +0.000 pp USD26.65 +5.3% 8 qtrs
73 RHUMBLINE ADVISERS 32.4K -3.7K (-10.3%) 909.0K -846.0 (-0.1%) 0.10% -0.013 pp 0.00% +0.000 pp USD21.82 +28.6% 15 qtrs
74 AQR CAPITAL MANAGEMENT LLC 32.4K +19.2K (+145.6%) 909.0K +576.6K (+173.5%) 0.10% +0.059 pp 0.00% +0.000 pp USD28.61 -2.0% 5 qtrs
75 MACKENZIE FINANCIAL CORP 31.9K -31.4K (-49.6%) 890.5K -702.2K (-44.1%) 0.10% -0.101 pp 0.00% -0.001 pp USD23.31 +20.3% 8 qtrs
76 CADENCE BANK 30.0K +— (+0.0%) 841.5K +85.8K (+11.4%) 0.09% -0.002 pp 0.05% +0.003 pp USD23.40 +19.9% 14 qtrs
77 SCHRODER INVESTMENT MANAGEMENT GROUP 28.4K +28.4K (+100.0%) 795.3K +795.3K (+100.0%) 0.09% +0.089 pp 0.00% +0.001 pp USD28.05 +0.0% 1 qtrs NEW
78 EXCHANGE TRADED CONCEPTS, LLC 27.6K +3.5K (+14.5%) 775.3K +167.2K (+27.5%) 0.09% +0.010 pp 0.01% +0.001 pp USD22.16 +26.6% 11 qtrs
79 Y-INTERCEPT (HONG KONG) LTD 26.9K +26.9K (+100.0%) 755.7K +755.7K (+100.0%) 0.08% +0.084 pp 0.02% +0.017 pp USD28.05 +0.0% 1 qtrs NEW
80 ALLIANCEBERNSTEIN L.P. 26.2K +2.1K (+8.7%) 733.5K +127.7K (+21.1%) 0.08% +0.005 pp 0.00% +0.000 pp USD22.45 +24.9% 15 qtrs
81 VICTORY CAPITAL MANAGEMENT INC 25.6K +7.6K (+42.5%) 718.9K +265.9K (+58.7%) 0.08% +0.023 pp 0.00% +0.000 pp USD27.00 +3.9% 12 qtrs
82 DEUTSCHE BANK AG\ 25.5K +1.3K (+5.5%) 715.4K +106.4K (+17.5%) 0.08% +0.003 pp 0.00% +0.000 pp USD27.21 +3.1% 15 qtrs
83 BAILARD, INC. 25.5K +— (+0.0%) 715.3K +72.9K (+11.4%) 0.08% -0.001 pp 0.02% +0.002 pp USD21.64 +29.6% 7 qtrs
84 HRT FINANCIAL LP 25.4K -12.4K (-32.8%) 711.0K -239.0K (-25.2%) 0.08% -0.041 pp 0.00% -0.001 pp USD25.19 +11.4% 2 qtrs
85 STRS OHIO 24.2K -1.6K (-6.2%) 678.8K +28.9K (+4.4%) 0.08% -0.006 pp 0.00% +0.000 pp USD22.21 +26.3% 15 qtrs
86 MAN GROUP PLC 23.6K +23.6K (+100.0%) 660.7K +660.7K (+100.0%) 0.07% +0.074 pp 0.00% +0.001 pp USD28.05 +0.0% 1 qtrs NEW
87 TEACHER RETIREMENT SYSTEM OF TEXAS 23.3K -10.2K (-30.4%) 653.6K -190.1K (-22.5%) 0.07% -0.034 pp 0.00% -0.001 pp USD20.10 +39.6% 8 qtrs
88 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 22.0K +27.0 (+0.1%) 616.5K +63.5K (+11.5%) 0.07% -0.001 pp 0.00% +0.000 pp USD23.92 +17.3% 15 qtrs
89 EXODUSPOINT CAPITAL MANAGEMENT, LP 21.2K -108.1K (-83.6%) 595.2K -2.7M (-81.7%) 0.07% -0.344 pp 0.00% -0.029 pp USD27.52 +1.9% 3 qtrs
90 ABACUS PLANNING GROUP, INC. 21.0K +— (+0.0%) 589.1K +60.1K (+11.4%) 0.07% -0.001 pp 0.08% +0.005 pp USD25.05 +12.0% 13 qtrs
91 AQUATIC CAPITAL MANAGEMENT LLC 20.8K +20.8K (+100.0%) 583.8K +583.8K (+100.0%) 0.07% +0.065 pp 0.02% +0.017 pp USD28.05 +0.0% 5 qtrs
92 LEGAL & GENERAL GROUP PLC 20.3K +970.0 (+5.0%) 569.1K +82.5K (+16.9%) 0.06% +0.002 pp 0.00% +0.000 pp USD22.30 +25.8% 15 qtrs
93 SUSQUEHANNA INTERNATIONAL GROUP, LLP 20.3K -403.0 (-1.9%) 568.8K +47.8K (+9.2%) 0.06% -0.002 pp 0.00% +0.000 pp USD27.36 +2.5% 14 qtrs
94 DARK FOREST CAPITAL MANAGEMENT LP 20.3K -20.1K (-49.8%) 568.7K -448.0K (-44.1%) 0.06% -0.065 pp 0.03% -0.005 pp USD25.19 +11.4% 5 qtrs
95 DYNAMIC TECHNOLOGY LAB PRIVATE LTD 19.9K +19.9K (+100.0%) 559.0K +559.0K (+100.0%) 0.06% +0.062 pp 0.13% +0.127 pp USD28.05 +0.0% 3 qtrs
96 INVESCO LTD. 18.9K -6.9K (-26.7%) 529.8K -119.1K (-18.4%) 0.06% -0.023 pp 0.00% +0.000 pp USD25.08 +11.8% 8 qtrs
97 F/M INVESTMENTS LLC 17.9K +17.9K (+100.0%) 501.7K +501.7K (+100.0%) 0.06% +0.056 pp 0.02% +0.019 pp USD28.05 +0.0% 1 qtrs NEW
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.88
Neutral
Ratio by volume
3.00
Bullish
Buys
15
Sells
17
Shares acquired
174.4K
Shares disposed
45.6K
Cash buys
Cash sales
1.00
Net activity
+128,705
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-31 Simpson Oliver Officer F-InKind D Class A Common Stock 546 33.31 18.2K 51,173 D
2026-03-31 Newman Hood Alisa Officer F-InKind D Class A Common Stock 1,256 33.31 41.8K 39,096 D
2026-03-31 Broussard Amy Thompson Officer F-InKind D Class A Common Stock 699 33.31 23.3K 32,152 D
2026-03-31 Bent Michael Anthony Officer F-InKind D Class A Common Stock 576 33.31 19.2K 31,332 D
2026-03-31 Armstrong Dana A Officer F-InKind D Class A Common Stock 1,972 33.31 65.7K 75,545 D
2026-03-20 Simpson Oliver Officer S-Sale D Class A Common Stock 6,000 34.15 204.9K 51,719 D
2026-03-05 Simpson Oliver Officer F-InKind D Class A Common Stock 4,657 38.48 179.2K 42,646 D
2026-03-05 Newman Hood Alisa Officer F-InKind D Class A Common Stock 3,469 38.48 133.5K 29,502 D
2026-03-05 Liner David A. Officer F-InKind D Class A Common Stock 1,922 38.48 74.0K 43,281 D
2026-03-05 Kobos Steven M Director / Officer A-Award A Class A Common Stock 51,976 0.00 533,604 D
2026-03-05 HANRAHAN PAUL T Director A-Award A Class A Common Stock 3,639 0.00 32,322 D
2026-03-05 Byers Deborah L Director A-Award A Class A Common Stock 3,639 0.00 32,704 D
2026-03-05 Broussard Amy Thompson Officer A-Award A Class A Common Stock 7,277 0.00 32,851 D
2026-03-05 Biswal Nisha Director A-Award A Class A Common Stock 3,639 0.00 7,851 D
2026-03-05 Bent Michael Anthony Officer A-Award A Class A Common Stock 5,783 0.00 31,908 D
2026-03-05 Armstrong Dana A Officer F-InKind D Class A Common Stock 5,408 38.48 208.1K 60,807 D
2026-02-18 Simpson Oliver Officer F-InKind D Class A Common Stock 714 41.78 29.8K 47,303 D
2026-02-18 Newman Hood Alisa Officer F-InKind D Class A Common Stock 3,820 41.78 159.6K 32,971 D
2026-02-18 Broussard Amy Thompson Officer F-InKind D Class A Common Stock 2,545 41.78 106.3K 27,365 D
2026-02-18 Bent Michael Anthony Officer A-Award A Class A Common Stock 5,293 0.00 30,042 D
2026-02-18 Armstrong Dana A Officer F-InKind D Class A Common Stock 6,354 41.78 265.5K 66,215 D
2025-11-01 Simpson Oliver Officer F-InKind D Class A Common Stock 678 25.91 17.6K 46,345 D
2025-03-31 Simpson Oliver Officer F-InKind D Class A Common Stock 355 27.99 9.9K 47,023 D
2025-03-31 Newman Hood Alisa Officer F-InKind D Class A Common Stock 854 27.99 23.9K 28,192 D
2025-03-31 Broussard Amy Thompson Officer F-InKind D Class A Common Stock 525 27.99 14.7K 22,500 D
2025-03-31 Bent Michael Anthony Officer F-InKind D Class A Common Stock 375 27.99 10.5K 24,749 D
2025-03-31 Armstrong Dana A Officer F-InKind D Class A Common Stock 1,219 27.99 34.1K 55,371 D
2025-03-05 Simpson Oliver Officer A-Award A Performance Stock Unit 12,438 0.00 31,224 D
2025-03-05 Newman Hood Alisa Officer F-InKind D Class A Common Stock 1,759 30.15 53.0K 19,079 D
2025-03-05 Liner David A. Officer A-Award A Performance Stock Unit 15,490 0.00 35,504 D
2025-03-05 Kobos Steven M Director / Officer A-Award A Performance Stock Unit 53,482 0.00 158,552 D
2025-03-05 HANRAHAN PAUL T Director A-Award A Class A Common Stock 4,146 0.00 28,683 D
2025-03-05 Byers Deborah L Director A-Award A Class A Common Stock 4,146 0.00 29,065 D
2025-03-05 Broussard Amy Thompson Officer A-Award A Performance Stock Unit 6,102 0.00 16,610 D
2025-03-05 Biswal Nisha Director A-Award A Class A Common Stock 346 0.00 4,212 D
2025-03-05 Bent Michael Anthony Officer A-Award A Class A Common Stock 5,804 0.00 25,124 D
2025-03-05 Armstrong Dana A Officer F-InKind D Class A Common Stock 2,246 30.15 67.7K 37,817 D
2025-01-21 Biswal Nisha Director A-Award A Class A Common Stock 3,866 0.00 3,866 D
2024-12-06 Simpson Oliver Officer F-InKind D Class A Common Stock 372 32.10 11.9K 37,076 D
2024-11-01 Simpson Oliver Officer A-Award A Class A Common Stock 5,444 0.00 37,448 D
2024-10-10 Todd Tyler 0 0.00 0
2024-03-31 Simpson Oliver Officer F-InKind D Class A Common Stock 355 16.02 5.7K 32,004
2024-03-31 Newman Hood Alisa Officer F-InKind D Class A Common Stock 854 16.02 13.7K 20,838
2024-03-31 Broussard Amy Thompson Officer F-InKind D Class A Common Stock 525 16.02 8.4K 17,957
2024-03-31 Bent Michael Anthony Officer F-InKind D Class A Common Stock 471 16.02 7.5K 20,160
2024-03-31 Armstrong Dana A Officer F-InKind D Class A Common Stock 1,220 16.02 19.5K 40,063
2024-03-05 Simpson Oliver Officer A-Award A Performance Stock Unit 13,342 0.00 13,342
2024-03-05 Newman Hood Alisa Officer A-Award A Performance Stock Unit 14,176 0.00 14,176
2024-03-05 Liner David A. Officer A-Award A Class A Common Stock 20,013 0.00 29,714
2024-03-05 Kobos Steven M Director / Officer A-Award A Class A Common Stock 105,070 0.00 428,145
2024-03-05 HANRAHAN PAUL T Director A-Award A Class A Common Stock 8,339 0.00 24,537
2024-03-05 Byers Deborah L Director A-Award A Class A Common Stock 8,339 0.00 24,919
2024-03-05 Burke Carolyn Jeanne Director A-Award A Class A Common Stock 8,339 0.00 24,537
2024-03-05 Broussard Amy Thompson Officer A-Award A Performance Stock Unit 10,508 0.00 10,508
2024-03-05 Bent Michael Anthony Officer A-Award A Performance Stock Unit 8,506 0.00 8,506
2024-03-05 Armstrong Dana A Officer A-Award A Class A Common Stock 25,851 0.00 41,283
2023-12-06 Simpson Oliver Officer F-InKind D Class A Common Stock 372 16.22 6.0K 7,869
2023-11-16 Simpson Oliver Officer D Class A Common Stock 0 0.00 8,241
2023-03-31 Newman Hood Alisa Officer A-Award A Class A Common Stock 9,251 0.00 9,701
2023-03-31 Liner David A. Officer A-Award A Class A Common Stock 9,251 0.00 9,701
2023-03-31 Kobos Steven M Director / Officer A-Award A Class A Common Stock 57,817 0.00 323,075
2023-03-31 HANRAHAN PAUL T Director A-Award A Class A Common Stock 5,782 0.00 16,198
2023-03-31 Byers Deborah L Director A-Award A Class A Common Stock 5,782 0.00 16,580
2023-03-31 Bustos Daniel H Officer A-Award A Class A Common Stock 9,251 0.00 150,028
2023-03-31 Burke Carolyn Jeanne Director A-Award A Class A Common Stock 5,782 0.00 16,198
2023-03-31 Broussard Amy Thompson Officer A-Award A Class A Common Stock 6,475 0.00 7,975
2023-03-31 Bent Michael Anthony Officer A-Award A Class A Common Stock 4,625 0.00 12,125
2023-03-31 Armstrong Dana A Officer A-Award A Class A Common Stock 15,032 0.00 15,432
2023-01-01 Liner David A. Officer D Stock Option (Right to Buy) 8,000 24.00 192.0K
2022-07-05 Byers Deborah L Director A-Award A Class A Common Stock 4,706 0.00 10,798
2022-04-18 Waldo Robert Director P-Purchase A Class A Common Stock 20,833 24.00 500.0K 20,833
2022-04-18 Millican Don P. Director P-Purchase A Class A Common Stock 6,700 24.00 160.8K 6,700
2022-04-18 Kobos Steven M Director P-Purchase A Class A Common Stock 265,258 24.00 6.37M 265,258
2022-04-18 Kleemeier Henry G Director P-Purchase A Class A Common Stock 5,000 24.00 120.0K 5,000
2022-04-18 KAISER GEORGE B Director J-Other A Class B Common Stock 82,021,389 0.00 82,021,389
2022-04-18 Excelerate Energy Holdings, LLC 10% Owner J-Other A Class B Common Stock 82,021,389 0.00 82,021,389
2022-04-18 Bustos Daniel H Director P-Purchase A Class A Common Stock 140,777 24.00 3.38M 140,777
2022-04-18 Broussard Amy Thompson Director P-Purchase A Class A Common Stock 1,500 24.00 36.0K 1,500
2022-04-18 Bent Michael Anthony Director P-Purchase A Class A Common Stock 7,500 24.00 180.0K 7,500
2022-04-18 Bancroft Calvin A Director P-Purchase A Class A Common Stock 1,200 24.00 28.8K 1,200
2022-04-18 Armstrong Dana A Director P-Purchase A Class A Common Stock 400 24.00 9.6K 400
2022-04-13 Newman Hood Alisa Director A-Award A Stock Option (Right to Buy) 8,889 0.00 8,889
2022-04-13 Kobos Steven M Director A-Award A Stock Option (Right to Buy) 88,889 0.00 88,889
2022-04-13 HANRAHAN PAUL T Director A-Award A Class A Common Stock 5,208 0.00 10,416
2022-04-13 Bustos Daniel H Director A-Award A Stock Option (Right to Buy) 19,556 0.00 19,556
2022-04-13 Burke Carolyn Jeanne Director A-Award A Class A Common Stock 5,208 0.00 10,416
2022-04-13 Broussard Amy Thompson Director A-Award A Stock Option (Right to Buy) 8,889 0.00 8,889
2022-04-13 Bent Michael Anthony Director A-Award A Stock Option (Right to Buy) 6,667 0.00 6,667
2022-04-13 Bancroft Calvin A Director A-Award A Stock Option (Right to Buy) 13,333 0.00 13,333
2022-04-13 Armstrong Dana A Director A-Award A Stock Option (Right to Buy) 20,000 0.00 20,000
2022-04-12 Waldo Robert 0 0.00 0
2022-04-12 Newman Hood Alisa 0 0.00 0
2022-04-12 Millican Don P. 0 0.00 0
2022-04-12 Kobos Steven M 0 0.00 0
2022-04-12 Kleemeier Henry G 0 0.00 0
2022-04-12 HANRAHAN PAUL T 0 0.00 0
2022-04-12 Excelerate Energy Holdings, LLC 10% Owner D Common Stock 0 0.00 1,000
2022-04-12 Burke Carolyn Jeanne 0 0.00 0
2022-04-12 Broussard Amy Thompson 0 0.00 0
2022-04-12 Bent Michael Anthony 0 0.00 0
2022-04-12 Bancroft Calvin A 0 0.00 0
2020-07-29 YAMARONE CHARLES Director D-Return D Common Stock 17,000 68.25 1.16M 0
2020-07-29 SIEGEL ERIC B Director D-Return D Common Stock 3,875 68.25 264.5K 0
2020-07-29 CICCONI JAMES W Director D-Return D Common Stock 74,279 68.25 5.07M 0
2020-05-28 SIEGEL ERIC B Director G-Gift D Common Stock 1,600 0.00 3,875
2019-08-15 SIEGEL ERIC B Director S-Sale D Common Stock 3,500 66.41 232.4K 5,475
2019-08-14 SIEGEL ERIC B Director S-Sale D Common Stock 3,094 66.36 205.3K 40,456
2019-07-02 Allen Catherine A Director A-Award A Common Stock 67 0.00 41,790
2019-05-23 YAMARONE CHARLES Director A-Award A Common Stock 3,500 0.00 17,000
2019-05-23 SIEGEL ERIC B Director A-Award A Common Stock 3,500 0.00 61,050
2019-05-23 CICCONI JAMES W Director A-Award A Common Stock 3,500 0.00 74,279
2019-04-01 Allen Catherine A Director A-Award A Common Stock 155 0.00 41,723
2018-12-31 Allen Catherine A Director A-Award A Common Stock 202 0.00 41,568
2018-10-01 Allen Catherine A Director A-Award A Common Stock 142 0.00 41,366
2018-07-02 Allen Catherine A Director A-Award A Common Stock 188 0.00 41,224
2018-05-24 YAMARONE CHARLES Director A-Award A Common Stock 3,500 0.00 13,500
2018-05-24 SIEGEL ERIC B Director A-Award A Common Stock 3,500 0.00 57,550
2018-05-24 CICCONI JAMES W Director A-Award A Common Stock 3,500 0.00 70,779
2018-05-24 Allen Catherine A Director A-Award A Common Stock 3,500 0.00 41,036
2018-04-02 Hunt Woody L Director A-Award A Common Stock 353 0.00 27,925
2018-04-02 Allen Catherine A Director A-Award A Common Stock 179 0.00 37,536
2017-12-31 Hunt Woody L Director A-Award A Common Stock 308 0.00 27,572
2017-12-31 Allen Catherine A Director A-Award A Common Stock 174 0.00 37,357
2017-12-15 SIEGEL ERIC B Director G-Gift D Common Stock 400 0.00 54,050
2017-09-29 Hunt Woody L Director A-Award A Common Stock 253 0.00 27,264
2017-09-29 Allen Catherine A Director A-Award A Common Stock 147 0.00 37,183
2017-06-30 Hunt Woody L Director A-Award A Common Stock 290 0.00 27,011
2017-06-30 Allen Catherine A Director A-Award A Common Stock 186 0.00 37,036
2017-06-22 YAMARONE CHARLES Director S-Sale D Common Stock 3,500 52.47 183.6K 10,000
2017-05-25 YAMARONE CHARLES Director A-Award A Common Stock 3,500 0.00 13,500
2017-05-25 SIEGEL ERIC B Director A-Award A Common Stock 3,500 0.00 54,450
2017-05-25 Hunt Woody L Director A-Award A Common Stock 3,500 0.00 26,721
2017-05-25 CICCONI JAMES W Director A-Award A Common Stock 3,500 0.00 67,279
2017-05-25 Allen Catherine A Director A-Award A Common Stock 3,500 0.00 36,850
2017-03-31 Hunt Woody L Director A-Award A Common Stock 297 0.00 23,221
2017-03-31 Allen Catherine A Director A-Award A Common Stock 171 0.00 33,350
2016-12-30 Hunt Woody L Director A-Award A Common Stock 366 0.00 22,924
2016-12-30 Allen Catherine A Director A-Award A Common Stock 196 0.00 33,179
2016-09-30 Hunt Woody L Director A-Award A Common Stock 363 0.00 22,558
2016-09-30 Allen Catherine A Director A-Award A Common Stock 216 0.00 32,983
2016-06-30 Hunt Woody L Director A-Award A Common Stock 296 0.00 22,195
2016-06-30 Allen Catherine A Director A-Award A Common Stock 193 0.00 32,767
2016-05-26 YAMARONE CHARLES Director A-Award A Common Stock 3,500 0.00 10,000
2016-05-26 SIEGEL ERIC B Director A-Award A Common Stock 3,500 0.00 50,950
2016-05-26 Hunt Woody L Director A-Award A Common Stock 3,500 0.00 21,899
2016-05-26 CICCONI JAMES W Director A-Award A Common Stock 3,500 0.00 63,779
2016-05-26 Allen Catherine A Director A-Award A Common Stock 3,500 0.00 32,574
2016-05-11 YAMARONE CHARLES Director S-Sale D Common Stock 5,500 45.16 248.4K 6,500
2016-03-31 Hunt Woody L Director A-Award A Common Stock 349 0.00 18,399
2016-03-31 Allen Catherine A Director A-Award A Common Stock 243 0.00 29,074
2015-12-31 Hunt Woody L Director A-Award A Common Stock 389 0.00 18,050
2015-12-31 Allen Catherine A Director A-Award A Common Stock 211 0.00 28,831
2015-09-30 Hunt Woody L Director A-Award A Common Stock 408 0.00 17,661
2015-09-30 Allen Catherine A Director A-Award A Common Stock 275 0.00 28,620
2015-07-01 SIEGEL ERIC B Director G-Gift D Common Stock 146 0.00 47,450
2015-06-30 Hunt Woody L Director A-Award A Common Stock 404 0.00 17,253
2015-06-30 Allen Catherine A Director A-Award A Common Stock 263 0.00 28,345
2015-05-29 Allen Catherine A Director 0 0.00 0
2015-05-28 YAMARONE CHARLES Director A-Award A Common Stock 3,500 0.00 12,000
2015-05-28 SIEGEL ERIC B Director A-Award A Common Stock 3,500 0.00 47,596
2015-05-28 Hunt Woody L Director A-Award A Common Stock 3,500 0.00 16,849
2015-05-28 CICCONI JAMES W Director A-Award A Common Stock 3,500 0.00 60,279
2015-05-28 Allen Catherine A Director A-Award A Common Stock 3,500 0.00 28,082
2015-03-31 Hunt Woody L Director A-Award A Common Stock 492 0.00 13,349
2015-03-31 Allen Catherine A Director A-Award A Common Stock 327 0.00 24,582
2015-01-01 PARKS MICHAEL K Director A-Award A Common Stock 1,554 40.06 62.3K 55,334
2015-01-01 Hunt Woody L Director A-Award A Common Stock 324 40.06 13.0K 12,857
2015-01-01 Allen Catherine A Director A-Award A Common Stock 194 40.06 7.8K 24,255
2014-09-30 PARKS MICHAEL K Director A-Award A Common Stock 1,607 36.55 58.7K 53,780
2014-09-30 Hunt Woody L Director A-Award A Common Stock 438 36.55 16.0K 12,533
2014-09-30 Allen Catherine A Director A-Award A Common Stock 205 36.55 7.5K 24,061
2014-08-13 YAMARONE CHARLES Director S-Sale D Common Stock 5,000 36.62 183.1K 8,500
2014-06-30 PARKS MICHAEL K Director A-Award A Common Stock 1,503 40.21 60.4K 52,173
2014-06-30 Hunt Woody L Director A-Award A Common Stock 348 40.21 14.0K 12,095
2014-06-30 Allen Catherine A Director A-Award A Common Stock 174 40.21 7.0K 23,856
2014-05-29 YAMARONE CHARLES Director A-Award A Common Stock 3,500 0.00 13,500
2014-05-29 SIEGEL ERIC B Director A-Award A Common Stock 3,500 0.00 44,096
2014-05-29 PARKS MICHAEL K Director A-Award A Common Stock 3,500 0.00 50,670
2014-05-29 Hunt Woody L Director A-Award A Common Stock 3,500 0.00 11,747
2014-05-29 CICCONI JAMES W Director A-Award A Common Stock 3,500 0.00 56,779
2014-05-29 Allen Catherine A Director A-Award A Common Stock 3,500 0.00 23,682
2014-04-01 PARKS MICHAEL K Director A-Award A Common Stock 1,665 35.73 59.5K 47,170
2014-04-01 Hunt Woody L Director A-Award A Common Stock 448 35.73 16.0K 8,247
2014-04-01 Allen Catherine A Director A-Award A Common Stock 182 35.73 6.5K 20,182
2014-01-01 PARKS MICHAEL K Director A-Award A COMMON STOCK 1,766 35.11 62.0K 45,505
2014-01-01 Hunt Woody L Director A-Award A COMMON STOCK 455 35.11 16.0K 7,799
2014-01-01 Allen Catherine A Director A-Award A COMMON STOCK 199 35.11 7.0K 20,000
2013-10-01 PARKS MICHAEL K Director A-Award A COMMON STOCK 1,737 33.40 58.0K 43,739
2013-10-01 Hunt Woody L Director A-Award A COMMON STOCK 420 33.40 14.0K 7,344
2013-10-01 Allen Catherine A Director A-Award A COMMON STOCK 225 33.40 7.5K 19,801
2013-07-01 PARKS MICHAEL K Director A-Award A COMMON STOCK 1,770 35.31 62.5K 42,002
2013-07-01 Hunt Woody L Director A-Award A COMMON STOCK 424 35.31 15.0K 6,924
2013-07-01 Allen Catherine A Director A-Award A COMMON STOCK 241 35.31 8.5K 19,576
2013-05-09 YAMARONE CHARLES Director A-Award A COMMON STOCK 3,500 0.00 10,000
2013-05-09 SIEGEL ERIC B Director A-Award A COMMON STOCK 3,500 0.00 40,596
2013-05-09 PARKS MICHAEL K Director A-Award A COMMON STOCK 3,500 0.00 40,232
2013-05-09 Hunt Woody L Director A-Award A COMMON STOCK 3,500 0.00 6,500
2013-05-09 CICCONI JAMES W Director A-Award A COMMON STOCK 3,500 0.00 53,279
2013-05-09 Allen Catherine A Director A-Award A COMMON STOCK 3,500 0.00 19,335
2013-05-06 Hunt Woody L Director P-Purchase A COMMON STOCK 3,000 38.39 115.2K 3,000

Executive team

Top executives
EBIT / Employee
314.5K
Shares Outstanding
32.05M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Steven M. Kobos President and Chief Executive Officer 850.0K 3.99M 1.25M 16.0K 6.10M 65.33%
2 2025 Dana A. Armstrong EVP & Chief Financial Officer 475.0K 1.37M 516.9K 14.7K 2.38M 57.69%
3 2025 David A. Liner EVP & Chief Operating Officer 480.0K 1.12M 494.3K 24.3K 2.11M 52.77%
4 2025 Oliver L. Simpson EVP & Chief Commercial Officer 460.0K 864.7K 439.8K 24.4K 1.79M 48.34%
5 2025 Alisa Newman Hood EVP & General Counsel 470.0K 726.2K 477.4K 14.7K 1.69M 43.01%
6 2024 Steven M. Kobos President and Chief Executive Officer 850.0K 3.51M 1.06M 15.1K 5.44M 64.62%
7 2024 Dana A. Armstrong EVP & Chief Financial Officer 460.0K 866.7K 417.2K 14.5K 1.76M 49.29%
8 2024 Oliver L. Simpson EVP & Chief Commercial Officer 376.3K 925.1K 289.4K 4.0K 1.59M 58.01%
9 2024 David A. Liner EVP & Chief Operating Officer 460.0K 664.7K 387.4K 4.9K 1.52M 43.82%
10 2024 Alisa Newman Hood EVP & General Counsel 455.0K 473.4K 377.3K 14.5K 1.32M 35.86%
11 2023 Steven M. Kobos President and Chief Executive Officer 859.6K 68.3K 2.34M 804.2K 14.5K 4.08M 57.21%
12 2023 Daniel H. Bustos Senior Advisor (Former EVP & Chief Commercial Officer) 603.5K 148.3K 373.6K 325.6K 4.4K 1.46M 25.67%
13 2023 Dana A. Armstrong EVP & Chief Financial Officer 425.0K 53.9K 607.1K 342.1K 13.9K 1.44M 42.10%
14 2023 Alisa Newman Hood EVP & General Counsel 455.0K 68.3K 303.6K 365.7K 6.9K 1.20M 25.31%
15 2023 David A. Liner EVP & Chief Operating Officer 400.0K 54.0K 373.6K 296.3K 4.6K 1.13M 33.11%
16 2023 Amy Thompson Broussard EVP & Chief Human Resources Officer 365.0K 52.5K 261.5K 249.8K 3.8K 932.6K 28.04%
17 2022 Steven M. Kobos President and Chief Executive Officer 900.0K 68.3K 1.20M 689.1K 42.8K 2.90M 41.38%
18 2022 Daniel H. Bustos EVP & Chief Commercial Officer 656.2K 148.3K 264.0K 169.5K 12.9K 1.25M 21.11%
19 2022 Daniel H. Bustos Senior Advisor (Former EVP & Chief Commercial Officer) 656.2K 148.3K 264.0K 169.5K 12.9K 1.25M 21.11%
20 2022 Dana A. Armstrong EVP & Chief Financial Officer 400.0K 53.9K 270.0K 310.5K 12.9K 1.05M 25.78%
21 2022 Alisa Newman Hood EVP & General Counsel 455.0K 68.3K 120.0K 344.3K 9.2K 996.8K 12.04%
22 2022 Calvin A. Bancroft Former & Chief Operating Officer 400.0K 120.0K 180.0K 203.7K 85.9K 989.6K 18.19%
23 2021 Steven M. Kobos President and Chief Executive Officer 900.0K 463.5K 71.7K 1.44M 0.00%
24 2021 Alisa Newman Hood EVP & General Counsel 437.5K 300.0K 310.5K 494.00 1.05M 0.00%
25 2021 Daniel H. Bustos EVP & Chief Commercial Officer 656.2K 180.0K 153.4K 14.4K 1.00M 0.00%
26 2021 Daniel H. Bustos Senior Advisor (Former EVP & Chief Commercial Officer) 656.2K 180.0K 153.4K 14.4K 1.00M 0.00%
27 2020 Steven M. Kobos President and Chief Executive Officer 900.0K 400.0K 82.0K 1.38M 0.00%
28 2020 Daniel H. Bustos EVP & Chief Commercial Officer 656.3K 110.0K 217.0K 11.9K 995.1K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-16 DEFA14A
2026-04-16 DEF 14A
2025-04-17 DEFA14A
2025-04-17 DEF 14A
2024-04-16 DEFA14A
2024-04-16 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-04-16 DEFA14A
2026-04-16 DEF 14A
2026-04-16 ARS
2026-04-02 4
2026-04-02 4
2026-04-02 4
2026-04-02 4
2026-04-02 4
2026-03-26 SC 13G/A

Executive team

NameTitleCompensationGender
Steven Kobos President, Chief Executive Officer & Director 2M male
Dana A. Armstrong Executive Vice President & Chief Financial Officer 1M female
David Liner Executive Vice President & Chief Operating Officer 998.5K male
Alisa Newman Hood Executive Vice President, General Counsel & Secretary 962.1K female
Oliver Simpson Executive Vice President & Chief Commercial Officer 924.2K male
Amy Thompson Broussard Executive Vice President & Chief Human Resources Officer 671.1K female
Craig Hicks Jr. Vice President of Investor Relations & ESG male
Michael A. Bent Vice President, Controller & Chief Accounting Officer male
ESG Rating
B
RENEWABLE UTILITIES
2013
E (Environmental)
65.5 / 77.3
Company / Sector avg.
S (Social)
76.6 / 67.9
Company / Sector avg.
G (Governance)
63.5 / 66.9
Company / Sector avg.
ESG Total
68.5 / 70.7
Company / Sector avg.
ESG Score History RENEWABLE UTILITIES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits