Fiduciary Alliance
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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
-3,015
Closed -$104K – 569
2026
Q1 		$104K Buy
3,015
+2,417
+404% +$141K 0.01% 539
2025
Q4 		$34.1K Buy
+598
New +$44.1K ﹤0.01% 504
2023
Q3 		– Hold
0
– -$134 – 655
2023
Q2 		– Hold
0
– – – 982
2023
Q1 		– Hold
0
– -$212 – 594
2022
Q4 		– Hold
0
– – – 903

Other funds holding NFE

Great Mountain Partners
Great Mountain Partners New Haven, Connecticut $9.28M AUM 89.06% 1-Year Est. Return
Fortress Investment Group
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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 3,015 shares — an estimated $104K sold.

Fiduciary Alliance first reported a position in NFE in Q4 2025 and held it in 2 quarters. The position peaked at $104K in Q1 2026. 142 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 3,015 New Fortress Energy shares in Q2 2026, an estimated $104K.
  • Fiduciary Alliance first reported a position in New Fortress Energy in Q4 2025 and held it in 2 quarters.
  • Fiduciary Alliance's New Fortress Energy position peaked at $104K in Q1 2026.
  • 142 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.