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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
-1,000
Closed -$9.09K – 1146
2024
Q3 		$9.09K Hold
1,000
– – ﹤0.01% 921
2024
Q2 		$22K Hold
1,000
– – ﹤0.01% 805
2024
Q1 		$30.6K Sell
1,000
-800
-44% -$26.3K ﹤0.01% 744
2023
Q4 		$68.9K Hold
1,800
– – ﹤0.01% 639
2023
Q3 		$59K Hold
1,800
– – ﹤0.01% 634
2023
Q2 		$48.2K Buy
+1,800
New +$52.2K ﹤0.01% 679

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 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 1,000 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. 236 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 1,000 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.
  • 236 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.