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	$363	Hold	1,000	–	–	﹤0.01%	880
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 $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 153,015 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. 149 funds tracked by Wall St. Rank hold NFE as of Q2 2026.

Crestwood Advisors Group held 153,015 shares of New Fortress Energy worth $55.6K as of Q2 2026.
Crestwood Advisors Group bought 2,252 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.
149 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.