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Forum Financial Management’s New Fortress Energy NFE Stock Holding History

Forum Financial Management’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
2025
Q3 		– Sell
-210
Closed -$34.9K – 1047
2025
Q2 		$34.9K Hold
210
– – ﹤0.01% 949
2025
Q1 		$87.3K Buy
+210
New +$129K ﹤0.01% 853

Other funds holding NFE

GMP
Great Mountain Partners New Haven, Connecticut $9.28M AUM 89.06% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
SC
Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's NFE Position: Q3 2025 in Review

Forum Financial Management sold out of New Fortress Energy (NFE) in Q3 2025, closing a stake of 210 shares — an estimated $34.9K sold.

Forum Financial Management first reported a position in NFE in Q1 2025 and held it in 2 quarters. The position peaked at $87.3K in Q1 2025. 194 funds tracked by Wall St. Rank hold NFE as of Q3 2025.

  • Forum Financial Management reported no remaining New Fortress Energy position as of Q3 2025 after selling out during the quarter.
  • Forum Financial Management sold 210 New Fortress Energy shares in Q3 2025, an estimated $34.9K.
  • Forum Financial Management first reported a position in New Fortress Energy in Q1 2025 and held it in 2 quarters.
  • Forum Financial Management's New Fortress Energy position peaked at $87.3K in Q1 2025.
  • 194 funds tracked by Wall St. Rank held New Fortress Energy as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.