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NewEdge Advisors’s New Fortress Energy NFE Stock Holding History

NewEdge 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 		$30.2K Buy
51,108
+399
+0.8% +$467 ﹤0.01% 3080
2025
Q4 		$57.8K Buy
50,709
+35,837
+241% +$52.8K ﹤0.01% 2922
2025
Q3 		$32.9K Buy
14,872
+4,076
+38% +$11.6K ﹤0.01% 2960
2025
Q2 		$35.8K Buy
10,796
+1,044
+11% +$4.54K ﹤0.01% 2764
2025
Q1 		$81K Buy
9,752
+1,202
+14% +$14.8K ﹤0.01% 2370
2024
Q4 		$129K Sell
8,550
-50
-0.6% -$518 ﹤0.01% 2204
2024
Q3 		$78.2K Buy
8,600
+1,134
+15% +$17.5K ﹤0.01% 2276
2024
Q2 		$164K Buy
7,466
+1,677
+29% +$43.3K ﹤0.01% 1978
2024
Q1 		$177K Buy
5,789
+592
+11% +$19.4K ﹤0.01% 1882
2023
Q4 		$196K Sell
5,197
-450
-8% -$15.5K ﹤0.01% 1720
2023
Q3 		$185K Sell
5,647
-466
-8% -$13.7K ﹤0.01% 1658
2023
Q2 		$164K Buy
+6,113
New +$177K ﹤0.01% 1702

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 $392M AUM 22.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $2.28B 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 $564B 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 $134B AUM 35.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM