Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s New Fortress Energy NFE Stock Holding History

Carson Wealth (CWM LLC)’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 		$108K Buy
3,644
+3,446
+1,740% +$202K ﹤0.01% 3200
2025
Q4 		$11K Buy
198
+109
+122% +$8.04K ﹤0.01% 4504
2025
Q3 		$10K Sell
89
-37
-29% -$5.27K ﹤0.01% 4482
2025
Q2 		$21K Sell
126
-55
-30% -$11.9K ﹤0.01% 3878
2025
Q1 		$75K Buy
181
+58
+47% +$35.7K ﹤0.01% 2661
2024
Q4 		$93K Buy
123
+43
+54% +$22.3K ﹤0.01% 2325
2024
Q3 		$36K Buy
80
+47
+142% +$36.2K ﹤0.01% 2953
2024
Q2 		$36K Sell
33
-1
-3% -$1.29K ﹤0.01% 2702
2024
Q1 		$53K Buy
34
+2
+6% +$3.29K ﹤0.01% 2259
2023
Q4 		$60K Sell
32
-11
-26% -$19K ﹤0.01% 2060
2023
Q3 		$70K Buy
43
+16
+59% +$23.5K ﹤0.01% 1866
2023
Q2 		$36K Buy
27
+24
+800% +$34.8K ﹤0.01% 2235
2023
Q1 		$5K Buy
3
+2
+200% +$3.53K ﹤0.01% 3305
2022
Q4 		$1K Buy
+1
New +$2.42K ﹤0.01% 3795
2022
Q3 		– Sell
-1
Closed -$2.51K – 3708
2022
Q2 		$2K Hold
1
– – ﹤0.01% 3373
2022
Q1 		$3K Buy
+1
New +$1.35K ﹤0.01% 3051
2021
Q2 		$11K Hold
6
– – ﹤0.01% 2068
2021
Q1 		$11K Hold
6
– – ﹤0.01% 2068
2020
Q4 		$11K Hold
6
– – ﹤0.01% 2067
2020
Q3 		$11K Hold
6
– – ﹤0.01% 2066
2020
Q2 		$11K Hold
6
– – ﹤0.01% 2066
2020
Q1 		$11K Hold
6
– – ﹤0.01% 2066
2019
Q4 		$11K Hold
6
– – ﹤0.01% 2066
2019
Q3 		$11K Hold
6
– – ﹤0.01% 2066
2019
Q2 		$11K Hold
6
– – ﹤0.01% 2066
2019
Q1 		$11K Buy
+6
New +$3.92K ﹤0.01% 2066

Other funds holding NFE

GMP
Great Mountain Partners New Haven, Connecticut $9.28M AUM 89.06% 1-Year Est. Return
FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Carson Wealth (CWM LLC)'s NFE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its New Fortress Energy (NFE) stake by 1,740% in Q1 2026, buying an estimated $202K and bringing the position to 3,644 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #3200.

Carson Wealth (CWM LLC) first reported a position in NFE in Q1 2019 and has held it in 26 quarters since. 178 funds tracked by Wall St. Rank hold NFE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,644 shares of New Fortress Energy worth $108K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,446 New Fortress Energy shares in Q1 2026, an estimated $202K.
  • New Fortress Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3200 holding.
  • Carson Wealth (CWM LLC) first reported a position in New Fortress Energy in Q1 2019 and has held it in 26 quarters since.
  • 178 funds tracked by Wall St. Rank held New Fortress Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.