IWC
NFE icon

Integrated Wealth Concepts’s New Fortress Energy NFE Stock Holding History

Integrated Wealth Concepts’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
-638
Closed -$18.8K – 2500
2026
Q1 		$18.8K Buy
638
+339
+113% +$19.8K ﹤0.01% 2259
2025
Q4 		$17K Buy
+299
New +$22K ﹤0.01% 1593

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
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

Integrated Wealth Concepts's NFE Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of New Fortress Energy (NFE) in Q2 2026, closing a stake of 638 shares — an estimated $18.8K sold.

Integrated Wealth Concepts first reported a position in NFE in Q4 2025 and held it in 2 quarters. The position peaked at $18.8K in Q1 2026. 142 funds tracked by Wall St. Rank hold NFE as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining New Fortress Energy position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 638 New Fortress Energy shares in Q2 2026, an estimated $18.8K.
  • Integrated Wealth Concepts first reported a position in New Fortress Energy in Q4 2025 and held it in 2 quarters.
  • Integrated Wealth Concepts's New Fortress Energy position peaked at $18.8K in Q1 2026.
  • 142 funds tracked by Wall St. Rank held New Fortress Energy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.