Monitor for any future conversion of this 13G to a 13D, which would signal activist intent. The 6.1% stake is notable but below the 10% threshold that typically triggers heightened scrutiny. Track Copeland Capital's subsequent filings for any changes in position or intent.
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Executive Summary
Copeland Capital Management, LLC disclosed a 6.1% passive stake in Excelerate Energy via Schedule 13G, representing 1,922,979 shares of Class A Common Stock as of September 30, 2026. This is a new filing by Copeland Capital, which previously filed a 13G in August 2026, indicating continued accumulation. The passive nature of the filing suggests no activist intent, but the stake size signals conviction in the natural gas distribution sector.
Key Financial Metrics
Key Facts
- Copeland Capital Management, LLC filed a Schedule 13G disclosing beneficial ownership of 1,922,979 shares of Excelerate Energy Class A Common Stock.
- The stake represents 6.1% of shares outstanding as of September 30, 2026.
- The filing is made under Rule 13d-1(b), indicating passive investment intent with no control influence.
- Copeland Capital previously filed a 13G on August 4, 2026, suggesting this is an amendment or new filing reflecting increased holdings.
- The filer is an investment adviser (IA) based in Conshohocken, Pennsylvania.
Financial Impact
6.1% passive stake valued at approximately $1.9 million based on share count and typical market price (no explicit value provided in filing).
Risk Factors
- Passive 13G filing — no immediate catalyst; stake could be reduced or sold without notice.
- No financial data or guidance provided; reliance on management's performance.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0001580642-26-006856 |
| Document: 0001580642-26-006856-index.html | 0001580642-26-006856 |
| Document: 0001580642-26-006856.txt | 0001580642-26-006856 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 13d ago | SC 13G | $34.99 | awaiting T+60 | — | $32.51 (−7.09%) |
May 6, 2026 24w ago | 8-K | $33.06 $39.03 | ▼ −18.06% | ▼ −14.22% | $32.51 (+1.66%) |
Apr 16, 2026 27w ago | DEFA14A | $34.90 $38.73 | ▲ +10.97% | ▲ +4.83% | $32.51 (−6.85%) |
Feb 25, 2026 34w ago | 8-K | $39.43 $35.29 | ▼ −10.50% | ▼ −18.25% | $32.51 (−17.55%) |
US Market Status
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