AWE
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Avidian Wealth Enterprises’s New Fortress Energy NFE Stock Holding History

Avidian Wealth Enterprises’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
2024
Q1 		– Sell
-7,072
Closed -$267K – 454
2023
Q4 		$267K Buy
7,072
+19
+0.3% +$655 0.02% 361
2023
Q3 		$231K Buy
+7,053
New +$207K 0.02% 362

Other funds holding NFE

GMP
Great Mountain Partners New Haven, Connecticut $15.1M AUM 92.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avidian Wealth Enterprises's NFE Position: Q1 2024 in Review

Avidian Wealth Enterprises sold out of New Fortress Energy (NFE) in Q1 2024, closing a stake of 7,072 shares — an estimated $267K sold.

Avidian Wealth Enterprises first reported a position in NFE in Q3 2023 and held it in 2 quarters. The position peaked at $267K in Q4 2023. 250 funds tracked by Wall St. Rank hold NFE as of Q1 2024.

  • Avidian Wealth Enterprises reported no remaining New Fortress Energy position as of Q1 2024 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 7,072 New Fortress Energy shares in Q1 2024, an estimated $267K.
  • Avidian Wealth Enterprises first reported a position in New Fortress Energy in Q3 2023 and held it in 2 quarters.
  • Avidian Wealth Enterprises's New Fortress Energy position peaked at $267K in Q4 2023.
  • 250 funds tracked by Wall St. Rank held New Fortress Energy as of Q1 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2024, filed 3 May 2024.