EverSource Wealth Advisors
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EverSource Wealth Advisors’s New Fortress Energy NFE Stock Holding History

EverSource Wealth Advisors’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
Q3 		$169 Sell
27
-83
-75% -$1.23K ﹤0.01% 4345
2026
Q2 		$1.99K Sell
110
-47
-30% -$1.4K ﹤0.01% 3724
2026
Q1 		$4.63K Buy
157
+154
+5,133% +$9.01K ﹤0.01% 3303
2025
Q4 		$153 Buy
+3
New +$221 ﹤0.01% 4060
2025
Q2 		– Sell
-8
Closed -$3.23K – 4326
2025
Q1 		$3.23K Buy
8
+3
+60% +$1.85K ﹤0.01% 2698
2024
Q4 		$3.8K Buy
5
+4
+400% +$2.07K ﹤0.01% 2466
2024
Q3 		$536 Hold
1
– – ﹤0.01% 2861
2024
Q2 		$1.16K Hold
1
– – ﹤0.01% 2702
2024
Q1 		$996 Sell
1
-1
-50% -$1.64K ﹤0.01% 2583
2023
Q4 		$2.9K Hold
2
– – ﹤0.01% 2068
2023
Q3 		$2.52K Buy
2
+1
+100% +$1.47K ﹤0.01% 1948
2023
Q2 		$1.02K Buy
+1
New +$1.45K ﹤0.01% 2218
2023
Q1 		– Sell
-2
Closed -$4.88K – 2478
2022
Q4 		$4.88K Hold
2
– – ﹤0.01% 1612
2022
Q3 		$5K Hold
2
– – ﹤0.01% 1385
2022
Q2 		$5K Hold
2
– – ﹤0.01% 1275
2022
Q1 		$5K Sell
2
-3
-60% -$4.04K ﹤0.01% 1270
2021
Q4 		$6K Buy
+5
New +$6.92K ﹤0.01% 1190

Other funds holding NFE

Strategic Value Partners
Strategic Value Partners Greenwich, Connecticut $493M AUM 143.74% 1-Year Est. Return
Acasta Partners UK
Acasta Partners UK London $223M AUM 3.13% 1-Year Est. Return
ACR Alpine Capital Research
ACR Alpine Capital Research St. Louis, Missouri $7.35B AUM 21.37% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Leonteq Securities AG
Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Capital Advisors Ltd
Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

EverSource Wealth Advisors's NFE Position: Q3 2026 in Review

EverSource Wealth Advisors reduced its New Fortress Energy (NFE) stake by 75% in Q3 2026, selling an estimated $1.23K and leaving 27 shares worth $169. The position accounts for ﹤0.01% of the portfolio, ranked #4345.

EverSource Wealth Advisors first reported a position in NFE in Q4 2021 and has held it in 17 quarters since. The position peaked at $6K in Q4 2021. 20 funds tracked by Wall St. Rank hold NFE as of Q3 2026.

  • EverSource Wealth Advisors held 27 shares of New Fortress Energy worth $169 as of Q3 2026.
  • EverSource Wealth Advisors sold 83 New Fortress Energy shares in Q3 2026, an estimated $1.23K.
  • New Fortress Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #4345 holding.
  • EverSource Wealth Advisors first reported a position in New Fortress Energy in Q4 2021 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's New Fortress Energy position peaked at $6K in Q4 2021.
  • 20 funds tracked by Wall St. Rank held New Fortress Energy as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.