Creative Planning
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Creative Planning’s New Fortress Energy NFE Stock Holding History

Creative Planning’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 		$75.6K Buy
128,204
+58,591
+84% +$68.6K ﹤0.01% 3946
2025
Q4 		$79.4K Buy
+69,613
New +$103K ﹤0.01% 3744
2025
Q3 		– Sell
-15,385
Closed -$51.1K – 3978
2025
Q2 		$51.1K Sell
15,385
-2,380
-13% -$10.3K ﹤0.01% 3520
2025
Q1 		$148K Sell
17,765
-5,863
-25% -$72.2K ﹤0.01% 3162
2024
Q4 		$357K Buy
23,628
+71
+0.3% +$736 ﹤0.01% 2526
2024
Q3 		$214K Buy
+23,557
New +$363K ﹤0.01% 2781

Other funds holding NFE

GMP
Great Mountain Partners New Haven, Connecticut $15.1M AUM 92.9% 1-Year Est. Return
FIG
Fortress Investment Group New York $392M AUM 22.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LFCM
Long Focus Capital Management San Juan, Puerto Rico $2.28B AUM 7.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM