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Bartlett & Co Wealth Management’s New Fortress Energy NFE Stock Holding History

Bartlett & Co Wealth Management’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
Q4 		– Sell
-20
Closed -$9.09K – 1146
2024
Q3 		$9.09K Hold
20
– – ﹤0.01% 921
2024
Q2 		$22K Hold
20
– – ﹤0.01% 805
2024
Q1 		$30.6K Sell
20
-16
-44% -$26.3K ﹤0.01% 744
2023
Q4 		$68.9K Hold
36
– – ﹤0.01% 639
2023
Q3 		$59K Hold
36
– – ﹤0.01% 634
2023
Q2 		$48.2K Buy
+36
New +$52.2K ﹤0.01% 679

Other funds holding NFE

GMP
Great Mountain Partners New Haven, Connecticut $9.28M AUM 89.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

Bartlett & Co Wealth Management's NFE Position: Q4 2024 in Review

Bartlett & Co Wealth Management sold out of New Fortress Energy (NFE) in Q4 2024, closing a stake of 20 shares — an estimated $9.09K sold.

Bartlett & Co Wealth Management first reported a position in NFE in Q2 2023 and held it in 6 quarters. The position peaked at $68.9K in Q4 2023. 229 funds tracked by Wall St. Rank hold NFE as of Q4 2024.

  • Bartlett & Co Wealth Management reported no remaining New Fortress Energy position as of Q4 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 20 New Fortress Energy shares in Q4 2024, an estimated $9.09K.
  • Bartlett & Co Wealth Management first reported a position in New Fortress Energy in Q2 2023 and held it in 6 quarters.
  • Bartlett & Co Wealth Management's New Fortress Energy position peaked at $68.9K in Q4 2023.
  • 229 funds tracked by Wall St. Rank held New Fortress Energy as of Q4 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.