LPL Financial

LPL Financial’s New Fortress Energy NFE Stock Holding History

LPL Financial’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	$11.1K	Sell	18,743 -42,119	-69%	-$49.3K	﹤0.01%	5923
2025 Q4	$69.4K	Sell	60,862 -56,287	-48%	-$83K	﹤0.01%	5666
2025 Q3	$259K	Sell	117,149 -9,695	-8%	-$27.6K	﹤0.01%	5167
2025 Q2	$421K	Sell	126,844 -174,741	-58%	-$759K	﹤0.01%	4518
2025 Q1	$2.51M	Buy	301,585 +92,205	+44%	+$1.14M	﹤0.01%	2744
2024 Q4	$3.17M	Buy	209,380 +122,178	+140%	+$1.27M	﹤0.01%	2458
2024 Q3	$793K	Buy	87,202 +31,688	+57%	+$489K	﹤0.01%	3606
2024 Q2	$1.22M	Buy	55,514 +33,726	+155%	+$872K	﹤0.01%	3071
2024 Q1	$666K	Sell	21,788 -50,148	-70%	-$1.65M	﹤0.01%	3534
2023 Q4	$2.71M	Buy	71,936 +11,204	+18%	+$386K	﹤0.01%	2149
2023 Q3	$1.99M	Buy	60,732 +21,409	+54%	+$629K	﹤0.01%	2285
2023 Q2	$1.05M	Buy	39,323 +28,379	+259%	+$823K	﹤0.01%	2794
2023 Q1	$322K	Buy	10,944 +5,426	+98%	+$191K	﹤0.01%	3679
2022 Q4	$234K	Sell	5,518 -728	-12%	-$35.2K	﹤0.01%	3861
2022 Q3	$273K	Buy	+6,246	New	+$313K	﹤0.01%	3684

Other funds holding NFE

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

Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM