Fiduciary Alliance’s New Fortress Energy NFE Stock Holding History

Fiduciary Alliance’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	–	Sell	-150,748	Closed	-$104K	–	569
2026 Q1	$104K	Buy	150,748 +120,859	+404%	+$141K	0.01%	539
2025 Q4	$34.1K	Buy	+29,889	New	+$44.1K	﹤0.01%	504
2023 Q3	–	Sell	-5	Closed	-$134	–	655
2023 Q2	$134	Buy	+5	New	+$145	﹤0.01%	982
2023 Q1	–	Sell	-5	Closed	-$212	–	594
2022 Q4	$212	Buy	+5	New	+$242	﹤0.01%	903

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

Fiduciary Alliance's NFE Position: Q2 2026 in Review

Fiduciary Alliance sold out of New Fortress Energy (NFE) in Q2 2026, closing a stake of 150,748 shares — an estimated $104K sold.

Fiduciary Alliance first reported a position in NFE in Q4 2022 and held it in 4 quarters. The position peaked at $104K in Q1 2026. 149 funds tracked by Wall St. Rank hold NFE as of Q2 2026.

Fiduciary Alliance reported no remaining New Fortress Energy position as of Q2 2026 after selling out during the quarter.
Fiduciary Alliance sold 150,748 New Fortress Energy shares in Q2 2026, an estimated $104K.
Fiduciary Alliance first reported a position in New Fortress Energy in Q4 2022 and held it in 4 quarters.
Fiduciary Alliance's New Fortress Energy position peaked at $104K in Q1 2026.
149 funds tracked by Wall St. Rank held New Fortress Energy as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.