IFP Advisors’s New Fortress Energy NFE Stock Holding History

IFP 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 Q1	$15.2K	Sell	25,725 -589	-2%	-$689	﹤0.01%	2928
2025 Q4	$30K	Buy	26,314 +3,109	+13%	+$4.58K	﹤0.01%	2493
2025 Q3	$51.3K	Buy	23,205 +14,133	+156%	+$40.2K	﹤0.01%	2062
2025 Q2	$60.9K	Buy	9,072 +5,665	+166%	+$24.6K	﹤0.01%	1947
2025 Q1	$28.3K	Sell	3,407 -402	-11%	-$4.95K	﹤0.01%	2147
2024 Q4	$60.5K	Sell	3,809 -2,525	-40%	-$26.2K	﹤0.01%	1731
2024 Q3	$57.6K	Buy	6,334 +1,690	+36%	+$26.1K	﹤0.01%	1666
2024 Q2	$102K	Hold	4,644	–	–	﹤0.01%	1361
2024 Q1	$142K	Sell	4,644 -350	-7%	-$11.5K	0.01%	1154
2023 Q4	$188K	Buy	4,994 +2,173	+77%	+$74.9K	0.01%	975
2023 Q3	$92.5K	Buy	+2,821	New	+$82.9K	﹤0.01%	1290
2023 Q1	–	Sell	-966	Closed	-$14K	–	4064
2022 Q4	$14K	Sell	966 -2,380	-71%	-$115K	﹤0.01%	3164
2022 Q3	$42K	Buy	3,346 +416	+14%	+$20.9K	﹤0.01%	2505
2022 Q2	$37K	Hold	2,930	–	–	﹤0.01%	2377
2022 Q1	$37K	Buy	+2,930	New	+$79K	﹤0.01%	2377

Other funds holding NFE

Great Mountain Partners New Haven, Connecticut $15.1M AUM 92.9% 1-Year Est. Return

Fortress Investment Group New York $392M AUM 22.99% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Long Focus Capital Management San Juan, Puerto Rico $2.28B AUM 7.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM