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Avion Wealth’s New Fortress Energy NFE Stock Holding History

Avion Wealth’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
2025
Q2 		– Sell
-44
Closed – – 1457
2025
Q1 		$0 Buy
+44
New +$542 ﹤0.01% 1249
2024
Q4 		– Sell
-44
Closed – – 1192
2024
Q3 		$0 Buy
+44
New +$679 ﹤0.01% 1227
2024
Q2 		– Sell
-17
Closed -$1K – 1152
2024
Q1 		$1K Buy
+17
New +$558 ﹤0.01% 1017

Other funds holding NFE

GMP
Great Mountain Partners New Haven, Connecticut $15.1M AUM 92.9% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return

Avion Wealth's NFE Position: Q2 2025 in Review

Avion Wealth sold out of New Fortress Energy (NFE) in Q2 2025, closing a stake of 44 shares.

Avion Wealth first reported a position in NFE in Q1 2024 and held it in 3 quarters. The position peaked at $1K in Q1 2024. 219 funds tracked by Wall St. Rank hold NFE as of Q2 2025.

  • Avion Wealth reported no remaining New Fortress Energy position as of Q2 2025 after selling out during the quarter.
  • Avion Wealth sold 44 New Fortress Energy shares in Q2 2025.
  • Avion Wealth first reported a position in New Fortress Energy in Q1 2024 and held it in 3 quarters.
  • Avion Wealth's New Fortress Energy position peaked at $1K in Q1 2024.
  • 219 funds tracked by Wall St. Rank held New Fortress Energy as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.