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
Q2 		$40.4K Sell
111,222
-16,982
-13% -$10.1K ﹤0.01% 4140
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 $9.28M AUM 89.06% 1-Year Est. Return
FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's NFE Position: Q2 2026 in Review

Creative Planning reduced its New Fortress Energy (NFE) stake by 13% in Q2 2026, selling an estimated $10.1K and leaving 111,222 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4140.

Creative Planning first reported a position in NFE in Q3 2024 and has held it in 7 quarters since. The position peaked at $357K in Q4 2024. 149 funds tracked by Wall St. Rank hold NFE as of Q2 2026.

  • Creative Planning held 111,222 shares of New Fortress Energy worth $40.4K as of Q2 2026.
  • Creative Planning sold 16,982 New Fortress Energy shares in Q2 2026, an estimated $10.1K.
  • New Fortress Energy made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4140 holding.
  • Creative Planning first reported a position in New Fortress Energy in Q3 2024 and has held it in 7 quarters since.
  • Creative Planning's New Fortress Energy position peaked at $357K in Q4 2024.
  • 149 funds tracked by Wall St. Rank held New Fortress Energy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.