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 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	$3.79K	Buy	5 +4	+400%	+$2.07K	﹤0.01%	2466
2024 Q3	$536	Hold	1	–	–	﹤0.01%	2861
2024 Q2	$1.17K	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

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

EverSource Wealth Advisors's NFE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its New Fortress Energy (NFE) stake by 30% in Q2 2026, selling an estimated $1.4K and leaving 110 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #3724.

EverSource Wealth Advisors first reported a position in NFE in Q4 2021 and has held it in 16 quarters since. The position peaked at $6K in Q4 2021. 142 funds tracked by Wall St. Rank hold NFE as of Q2 2026.

EverSource Wealth Advisors held 110 shares of New Fortress Energy worth $1.99K as of Q2 2026.
EverSource Wealth Advisors sold 47 New Fortress Energy shares in Q2 2026, an estimated $1.4K.
New Fortress Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3724 holding.
EverSource Wealth Advisors first reported a position in New Fortress Energy in Q4 2021 and has held it in 16 quarters since.
EverSource Wealth Advisors's New Fortress Energy position peaked at $6K in Q4 2021.
142 funds tracked by Wall St. Rank held New Fortress Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.