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Congress Wealth Management’s New Fortress Energy NFE Stock Holding History

Congress 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
2025
Q2 		– Sell
-26,366
Closed -$271K – 1203
2025
Q1 		$271K Buy
+26,366
New +$325K ﹤0.01% 963

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
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

Congress Wealth Management's NFE Position: Q2 2025 in Review

Congress Wealth Management sold out of New Fortress Energy (NFE) in Q2 2025, closing a stake of 26,366 shares — an estimated $271K sold.

Congress Wealth Management first reported a position in NFE in Q1 2025 and held it in 1 quarter. The position peaked at $271K in Q1 2025. 220 funds tracked by Wall St. Rank hold NFE as of Q2 2025.

  • Congress Wealth Management reported no remaining New Fortress Energy position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 26,366 New Fortress Energy shares in Q2 2025, an estimated $271K.
  • Congress Wealth Management first reported a position in New Fortress Energy in Q1 2025 and held it in 1 quarter.
  • Congress Wealth Management's New Fortress Energy position peaked at $271K in Q1 2025.
  • 220 funds tracked by Wall St. Rank held New Fortress Energy as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.