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J. Derek Lewis & Associates’s New Fortress Energy NFE Stock Holding History

J. Derek Lewis & Associates’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 		$9.84K Buy
27,095
+2,350
+9% +$1.4K ﹤0.01% 216
2026
Q1 		$14.6K Sell
24,745
-1,100
-4% -$1.29K ﹤0.01% 211
2025
Q4 		$29.5K Buy
+25,845
New +$38.1K 0.01% 207

Other funds holding NFE

GMP
Great Mountain Partners New Haven, Connecticut $9.28M AUM 89.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $995M AUM 22.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

J. Derek Lewis & Associates's NFE Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its New Fortress Energy (NFE) stake by 9.5% in Q2 2026, buying an estimated $1.4K and bringing the position to 27,095 shares worth $9.84K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

J. Derek Lewis & Associates first reported a position in NFE in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.5K in Q4 2025. 56 funds tracked by Wall St. Rank hold NFE as of Q2 2026.

  • J. Derek Lewis & Associates held 27,095 shares of New Fortress Energy worth $9.84K as of Q2 2026.
  • J. Derek Lewis & Associates bought 2,350 New Fortress Energy shares in Q2 2026, an estimated $1.4K.
  • New Fortress Energy made up ﹤0.01% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #216 holding.
  • J. Derek Lewis & Associates first reported a position in New Fortress Energy in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's New Fortress Energy position peaked at $29.5K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held New Fortress Energy as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.