MFG
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Merit Financial Group’s New Fortress Energy NFE Stock Holding History

Merit Financial Group’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 		$10.5K Buy
28,981
+18,581
+179% +$11.1K ﹤0.01% 2350
2026
Q1 		$6.13K Buy
+10,400
New +$12.2K ﹤0.01% 2112

Other funds holding NFE

1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Merit Financial Group's NFE Position: Q2 2026 in Review

Merit Financial Group increased its New Fortress Energy (NFE) stake by 179% in Q2 2026, buying an estimated $11.1K and bringing the position to 28,981 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2350.

Merit Financial Group first reported a position in NFE in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold NFE as of Q2 2026.

  • Merit Financial Group held 28,981 shares of New Fortress Energy worth $10.5K as of Q2 2026.
  • Merit Financial Group bought 18,581 New Fortress Energy shares in Q2 2026, an estimated $11.1K.
  • New Fortress Energy made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2350 holding.
  • Merit Financial Group first reported a position in New Fortress Energy in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held New Fortress Energy as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.