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Medallion Wealth Advisors’s New Fortress Energy NFE Stock Holding History

Medallion Wealth Advisors’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 		– Sell
-4,000
Closed -$4.56K – 1142
2025
Q4 		$4.56K Hold
4,000
– – ﹤0.01% 876
2025
Q3 		$8.84K Buy
+4,000
New +$11.4K ﹤0.01% 766

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

Medallion Wealth Advisors's NFE Position: Q1 2026 in Review

Medallion Wealth Advisors sold out of New Fortress Energy (NFE) in Q1 2026, closing a stake of 4,000 shares — an estimated $4.56K sold.

Medallion Wealth Advisors first reported a position in NFE in Q3 2025 and held it in 2 quarters. The position peaked at $8.84K in Q3 2025. 181 funds tracked by Wall St. Rank hold NFE as of Q1 2026.

  • Medallion Wealth Advisors reported no remaining New Fortress Energy position as of Q1 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 4,000 New Fortress Energy shares in Q1 2026, an estimated $4.56K.
  • Medallion Wealth Advisors first reported a position in New Fortress Energy in Q3 2025 and held it in 2 quarters.
  • Medallion Wealth Advisors's New Fortress Energy position peaked at $8.84K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held New Fortress Energy as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.