AF
NFE icon

Allworth Financial’s New Fortress Energy NFE Stock Holding History

Allworth Financial’s Portfolio NFE Stock Details NFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.25K Buy
11,718
+481
+4% +$286 ﹤0.01% 4207
2026
Q1 		$6.63K Buy
11,237
+6,641
+144% +$7.77K ﹤0.01% 3781
2025
Q4 		$5.24K Buy
4,596
+3,964
+627% +$5.85K ﹤0.01% 3672
2025
Q3 		$1.4K Sell
632
-1,200
-66% -$3.42K ﹤0.01% 4155
2025
Q2 		$6.08K Buy
1,832
+1,536
+519% +$6.67K ﹤0.01% 3159
2025
Q1 		$1.74K Sell
296
-1,757
-86% -$21.6K ﹤0.01% 3263
2024
Q4 		$32K Buy
2,053
+1,962
+2,156% +$20.3K ﹤0.01% 1809
2024
Q3 		$828 Sell
91
-177
-66% -$2.73K ﹤0.01% 3289
2024
Q2 		$6.86K Buy
268
+180
+205% +$4.65K ﹤0.01% 2377
2024
Q1 		$2.69K Sell
88
-95
-52% -$3.12K ﹤0.01% 2697
2023
Q4 		$6.91K Buy
183
+49
+37% +$1.69K ﹤0.01% 2132
2023
Q3 		$4.39K Sell
134
-17
-11% -$500 ﹤0.01% 2167
2023
Q2 		$4.04K Buy
151
+107
+243% +$3.1K ﹤0.01% 2198
2023
Q1 		$1.29K Buy
+44
New +$1.55K ﹤0.01% 2574

Other funds holding NFE

GMP
Great Mountain Partners New Haven, Connecticut $9.28M AUM 89.06% 1-Year Est. Return
FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Allworth Financial's NFE Position: Q2 2026 in Review

Allworth Financial increased its New Fortress Energy (NFE) stake by 4.3% in Q2 2026, buying an estimated $286 and bringing the position to 11,718 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #4207.

Allworth Financial first reported a position in NFE in Q1 2023 and has held it in 14 quarters since. The position peaked at $32K in Q4 2024. 149 funds tracked by Wall St. Rank hold NFE as of Q2 2026.

  • Allworth Financial held 11,718 shares of New Fortress Energy worth $4.25K as of Q2 2026.
  • Allworth Financial bought 481 New Fortress Energy shares in Q2 2026, an estimated $286.
  • New Fortress Energy made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4207 holding.
  • Allworth Financial first reported a position in New Fortress Energy in Q1 2023 and has held it in 14 quarters since.
  • Allworth Financial's New Fortress Energy position peaked at $32K in Q4 2024.
  • 149 funds tracked by Wall St. Rank held New Fortress Energy as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.