Capital Advisors Ltd’s New Fortress Energy NFE Stock Holding History

Capital Advisors Ltd’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
2026 Q1	–	Sell	-64	Closed	–	–	1521
2025 Q4	$0	Buy	+64	New	+$94	﹤0.01%	1497
2025 Q2	–	Sell	-917	Closed	-$8K	–	1538
2025 Q1	$8K	Buy	917 +899	+4,994%	+$11.1K	﹤0.01%	831
2024 Q4	$0	Sell	18 -12	-40%	-$124	﹤0.01%	1508
2024 Q3	$0	Buy	+30	New	+$463	﹤0.01%	1535
2024 Q2	–	Sell	-9	Closed	–	–	1559
2024 Q1	$0	Sell	9 -90	-91%	-$2.96K	﹤0.01%	1488
2023 Q4	$4K	Buy	99 +20	+25%	+$690	﹤0.01%	902
2023 Q3	$3K	Buy	+79	New	+$2.32K	﹤0.01%	945
2022 Q4	–	Sell	-16	Closed	-$1K	–	1492
2022 Q3	$1K	Buy	16 +7	+78%	+$351	﹤0.01%	1070
2022 Q2	$0	Buy	+9	New	+$388	﹤0.01%	1210

Other funds holding NFE

Great Mountain Partners New Haven, Connecticut $15.1M AUM 92.9% 1-Year Est. Return

Fortress Investment Group New York $392M AUM 22.99% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Long Focus Capital Management San Juan, Puerto Rico $2.28B AUM 7.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM