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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
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 $15.1M AUM 92.9% 1-Year Est. Return
FIG
Fortress Investment Group New York $392M AUM 22.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LFCM
Long Focus Capital Management San Juan, Puerto Rico $2.28B AUM 7.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM