Jones Financial Companies
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Jones Financial Companies’s New Fortress Energy NFE Stock Holding History

Jones Financial Companies’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 		$5.48K Sell
16,362
-449
-3% -$267 ﹤0.01% 4051
2026
Q1 		$10.3K Sell
16,811
-6,190
-27% -$7.24K ﹤0.01% 3565
2025
Q4 		$26.2K Buy
23,001
+2,727
+13% +$4.02K ﹤0.01% 2821
2025
Q3 		$42.8K Buy
20,274
+18,353
+955% +$52.2K ﹤0.01% 2450
2025
Q2 		$4.8K Sell
1,921
-4,126
-68% -$17.9K ﹤0.01% 3146
2025
Q1 		$53.5K Buy
6,047
+5,743
+1,889% +$70.8K ﹤0.01% 2034
2024
Q4 		$4.6K Buy
+304
New +$3.15K ﹤0.01% 2779
2024
Q3 		– Sell
-158
Closed -$3.47K – 3091
2024
Q2 		$3.47K Buy
+158
New +$4.08K ﹤0.01% 2031

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

Jones Financial Companies's NFE Position: Q2 2026 in Review

Jones Financial Companies reduced its New Fortress Energy (NFE) stake by 2.7% in Q2 2026, selling an estimated $267 and leaving 16,362 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #4051.

Jones Financial Companies first reported a position in NFE in Q2 2024 and has held it in 8 quarters since. The position peaked at $53.5K in Q1 2025. 149 funds tracked by Wall St. Rank hold NFE as of Q2 2026.

  • Jones Financial Companies held 16,362 shares of New Fortress Energy worth $5.48K as of Q2 2026.
  • Jones Financial Companies sold 449 New Fortress Energy shares in Q2 2026, an estimated $267.
  • New Fortress Energy made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4051 holding.
  • Jones Financial Companies first reported a position in New Fortress Energy in Q2 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's New Fortress Energy position peaked at $53.5K in Q1 2025.
  • 149 funds tracked by Wall St. Rank held New Fortress Energy as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.