Crestwood Advisors Group’s New Fortress Energy NFE Stock Holding History

Crestwood Advisors Group’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	$55.6K	Buy	3,060 +45	+1%	+$1.34K	﹤0.01%	861
2026 Q1	$89K	Buy	3,015 +2	+0.1%	+$117	﹤0.01%	759
2025 Q4	$172K	Buy	3,013 +20	+0.7%	+$1.48K	﹤0.01%	679
2025 Q3	$331K	Buy	2,993 +213	+8%	+$30.3K	0.01%	448
2025 Q2	$461K	Buy	2,780 +199	+8%	+$43.2K	0.01%	361
2025 Q1	$1.07M	Buy	2,581 +400	+18%	+$246K	0.02%	263
2024 Q4	$1.65M	Buy	2,181 +20	+0.9%	+$10.4K	0.03%	204
2024 Q3	$982K	Buy	2,161 +465	+27%	+$359K	0.02%	236
2024 Q2	$1.86M	Sell	1,696 -1,040	-38%	-$1.34M	0.04%	179
2024 Q1	$4.18M	Buy	+2,736	New	+$4.49M	0.09%	131
2023 Q4	–	Sell	-700	Closed	-$1.15M	–	409
2023 Q3	$1.15M	Buy	+700	New	+$1.03M	0.03%	183

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 Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Crestwood Advisors Group's NFE Position: Q2 2026 in Review

Crestwood Advisors Group increased its New Fortress Energy (NFE) stake by 1.5% in Q2 2026, buying an estimated $1.34K and bringing the position to 3,060 shares worth $55.6K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Crestwood Advisors Group first reported a position in NFE in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.18M in Q1 2024. 142 funds tracked by Wall St. Rank hold NFE as of Q2 2026.

Crestwood Advisors Group held 3,060 shares of New Fortress Energy worth $55.6K as of Q2 2026.
Crestwood Advisors Group bought 45 New Fortress Energy shares in Q2 2026, an estimated $1.34K.
New Fortress Energy made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #861 holding.
Crestwood Advisors Group first reported a position in New Fortress Energy in Q3 2023 and has held it in 11 quarters since.
Crestwood Advisors Group's New Fortress Energy position peaked at $4.18M in Q1 2024.
142 funds tracked by Wall St. Rank held New Fortress Energy as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.