Excelerate Energy (EE) Surged as Profits Outpaced Expectations

TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. During the quarter, the fund returned 11.28% (gross) and 11.02% (net), compared to the Russell 2000 Growth Index by 11.97%. Equities posted double-digit returns in the second quarter as global economic activity measures lifted. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, TimesSquare Capital Small Cap Growth Strategy highlighted stocks such as Excelerate Energy, Inc. (NYSE:EE). Excelerate Energy, Inc. (NYSE:EE) is a leading provider of liquefied natural gas (LNG) solutions. The one-month return of Excelerate Energy, Inc. (NYSE:EE) was -2.79%, and its shares gained 28.15% of their value over the last 52 weeks. On September 10, 2025, Excelerate Energy, Inc. (NYSE:EE) stock closed at $23.72 per share, with a market capitalization of $2.705 billion.

TimesSquare Capital U.S. Focus Growth Strategy stated the following regarding Excelerate Energy, Inc. (NYSE:EE) in its second quarter 2025 investor letter:

“We often see the ebb and flow of the Energy sector tied to underlying commodity prices. In this area, we seek low-cost exploration & production companies with high-yielding acreage or specialized service providers. Excelerate Energy, Inc. (NYSE:EE) supplies liquefied natural gas solutions. The stock edged forward 3% as profits outpaced expectations for the first quarter and management increased full-year guidance.”

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Excelerate Energy, Inc. (NYSE:EE) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 29 hedge fund portfolios held Excelerate Energy, Inc. (NYSE:EE) at the end of the second quarter, which was 22 in the previous quarter. While we acknowledge the risk and potential Excelerate Energy, Inc. (NYSE:EE) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Excelerate Energy, Inc. (NYSE:EE) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Excelerate Energy, Inc. (NYSE:EE) and shared the list of stocks Jim Cramer discussed. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.