LPL Financial
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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
2025
Q1 		– Sell
-474
Closed -$358K – 5461
2024
Q4 		$358K Buy
+474
New +$246K ﹤0.01% 4368

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

LPL Financial's NFE Position: Q2 2026 in Review

LPL Financial reduced its New Fortress Energy (NFE) stake by 22% in Q2 2026, selling an estimated $2.41K and leaving 294 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #6188.

LPL Financial first reported a position in NFE in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.17M in Q4 2024. 142 funds tracked by Wall St. Rank hold NFE as of Q2 2026.

  • LPL Financial held 294 shares of New Fortress Energy worth $5.34K as of Q2 2026.
  • LPL Financial sold 81 New Fortress Energy shares in Q2 2026, an estimated $2.41K.
  • New Fortress Energy made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #6188 holding.
  • LPL Financial first reported a position in New Fortress Energy in Q3 2022 and has held it in 16 quarters since.
  • LPL Financial's New Fortress Energy position peaked at $3.17M in Q4 2024.
  • 142 funds tracked by Wall St. Rank held New Fortress Energy as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.