Bell Investment Advisors’s New Fortress Energy NFE Stock Holding History

Bell Investment Advisors’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	-6	Closed	-$2.3K	–	1954
2025 Q1	$2.3K	Buy	6 +1	+20%	+$616	﹤0.01%	1257
2024 Q4	$3.49K	Buy	+5	New	+$2.59K	﹤0.01%	1104
2024 Q3	–	Hold	0	–	-$462	–	1919
2024 Q2	–	Sell	-1	Closed	-$1.29K	–	1841
2024 Q1	$2.17K	Hold	1	–	–	﹤0.01%	1322
2023 Q4	$2.57K	Hold	1	–	–	﹤0.01%	1220
2023 Q3	$1.8K	Hold	1	–	–	﹤0.01%	1323
2023 Q2	$1.96K	Buy	+1	New	+$1.45K	﹤0.01%	1309
2023 Q1	–	Sell	-1	Closed	-$1.76K	–	1731
2022 Q4	$2.04K	Hold	1	–	–	﹤0.01%	1286
2022 Q3	$2K	Sell	1 -1	-50%	-$2.51K	﹤0.01%	1161
2022 Q2	$3K	Buy	+2	New	+$4.31K	﹤0.01%	979
2021 Q4	$1K	Buy	+1	New	+$1.39K	﹤0.01%	1523
2021 Q3	–	Hold	0	–	–	–	1793

Other funds holding NFE

GMP

Great Mountain Partners New Haven, Connecticut $9.28M AUM 89.06% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FIG

Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCM

Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return

Bell Investment Advisors's NFE Position: Q2 2025 in Review

Bell Investment Advisors sold out of New Fortress Energy (NFE) in Q2 2025, closing a stake of 6 shares — an estimated $2.3K sold.

Bell Investment Advisors first reported a position in NFE in Q4 2021 and held it in 10 quarters. The position peaked at $3.49K in Q4 2024. 217 funds tracked by Wall St. Rank hold NFE as of Q2 2025.

Bell Investment Advisors reported no remaining New Fortress Energy position as of Q2 2025 after selling out during the quarter.
Bell Investment Advisors sold 6 New Fortress Energy shares in Q2 2025, an estimated $2.3K.
Bell Investment Advisors first reported a position in New Fortress Energy in Q4 2021 and held it in 10 quarters.
Bell Investment Advisors's New Fortress Energy position peaked at $3.49K in Q4 2024.
217 funds tracked by Wall St. Rank held New Fortress Energy as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.