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	234 +9	+4%	+$268	﹤0.01%	4207
2026 Q1	$6.63K	Buy	225 +133	+145%	+$7.78K	﹤0.01%	3781
2025 Q4	$5.24K	Buy	92 +79	+608%	+$5.83K	﹤0.01%	3672
2025 Q3	$1.4K	Sell	13 -24	-65%	-$3.42K	﹤0.01%	4155
2025 Q2	$6.08K	Buy	37 +31	+517%	+$6.73K	﹤0.01%	3159
2025 Q1	$1.74K	Sell	6 -35	-85%	-$21.6K	﹤0.01%	3263
2024 Q4	$32K	Buy	41 +39	+1,950%	+$20.2K	﹤0.01%	1809
2024 Q3	$828	Sell	2 -3	-60%	-$2.31K	﹤0.01%	3289
2024 Q2	$6.86K	Buy	5 +3	+150%	+$3.88K	﹤0.01%	2377
2024 Q1	$2.69K	Sell	2 -2	-50%	-$3.29K	﹤0.01%	2697
2023 Q4	$6.91K	Buy	4 +1	+33%	+$1.72K	﹤0.01%	2132
2023 Q3	$4.39K	Hold	3	–	–	﹤0.01%	2167
2023 Q2	$4.04K	Buy	3 +2	+200%	+$2.9K	﹤0.01%	2198
2023 Q1	$1.29K	Buy	+1	New	+$1.76K	﹤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 Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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% in Q2 2026, buying an estimated $268 and bringing the position to 234 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. 142 funds tracked by Wall St. Rank hold NFE as of Q2 2026.

Allworth Financial held 234 shares of New Fortress Energy worth $4.25K as of Q2 2026.
Allworth Financial bought 9 New Fortress Energy shares in Q2 2026, an estimated $268.
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.
142 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.