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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
Q1 		$590 Hold
1,000
– – ﹤0.01% 766
2025
Q4 		$1.14K Sell
1,000
-109,000
-99% -$161K ﹤0.01% 694
2025
Q3 		$243K Hold
110,000
– – ﹤0.01% 513
2025
Q2 		$365K Hold
110,000
– – 0.01% 399
2025
Q1 		$914K Buy
110,000
+2,000
+2% +$24.6K 0.02% 287
2024
Q4 		$1.63M Buy
+108,000
New +$1.12M 0.03% 206

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 $394M AUM 22.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $3.8B 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 $666B 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 $240B AUM 35.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Crestwood Advisors Group's NFE Position: Q1 2026 in Review

Crestwood Advisors Group increased its New Fortress Energy (NFE) stake by 0.08% in Q1 2026, buying an estimated $139 and bringing the position to 150,763 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Crestwood Advisors Group first reported a position in NFE in Q3 2023 and has held it in 10 quarters since. The position peaked at $4.18M in Q1 2024. 180 funds tracked by Wall St. Rank hold NFE as of Q1 2026.

  • Crestwood Advisors Group held 150,763 shares of New Fortress Energy worth $89K as of Q1 2026.
  • Crestwood Advisors Group bought 119 New Fortress Energy shares in Q1 2026, an estimated $139.
  • New Fortress Energy made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #759 holding.
  • Crestwood Advisors Group first reported a position in New Fortress Energy in Q3 2023 and has held it in 10 quarters since.
  • Crestwood Advisors Group's New Fortress Energy position peaked at $4.18M in Q1 2024.
  • 180 funds tracked by Wall St. Rank held New Fortress Energy as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.