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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
Q1 		$18.8K Buy
31,904
+16,961
+114% +$19.8K ﹤0.01% 2259
2025
Q4 		$17K Buy
+14,943
New +$22K ﹤0.01% 1593

Other funds holding NFE

GMP
Great Mountain Partners New Haven, Connecticut $15.1M AUM 92.9% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $240B AUM 35.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Integrated Wealth Concepts's NFE Position: Q1 2026 in Review

Integrated Wealth Concepts increased its New Fortress Energy (NFE) stake by 114% in Q1 2026, buying an estimated $19.8K and bringing the position to 31,904 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2259.

Integrated Wealth Concepts first reported a position in NFE in Q4 2025 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold NFE as of Q1 2026.

  • Integrated Wealth Concepts held 31,904 shares of New Fortress Energy worth $18.8K as of Q1 2026.
  • Integrated Wealth Concepts bought 16,961 New Fortress Energy shares in Q1 2026, an estimated $19.8K.
  • New Fortress Energy made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2259 holding.
  • Integrated Wealth Concepts first reported a position in New Fortress Energy in Q4 2025 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held New Fortress Energy as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.