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

Physician 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
2025 Q2	–	Sell	-90	Closed	-$748	–	1919
2025 Q1	$748	Buy	+90	New	+$1.11K	﹤0.01%	1258

Other funds holding NFE

GMP

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

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FIG

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCM

Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return

Physician Wealth Advisors's NFE Position: Q2 2025 in Review

Physician Wealth Advisors sold out of New Fortress Energy (NFE) in Q2 2025, closing a stake of 90 shares — an estimated $748 sold.

Physician Wealth Advisors first reported a position in NFE in Q1 2025 and held it in 1 quarter. The position peaked at $748 in Q1 2025. 219 funds tracked by Wall St. Rank hold NFE as of Q2 2025.

Physician Wealth Advisors reported no remaining New Fortress Energy position as of Q2 2025 after selling out during the quarter.
Physician Wealth Advisors sold 90 New Fortress Energy shares in Q2 2025, an estimated $748.
Physician Wealth Advisors first reported a position in New Fortress Energy in Q1 2025 and held it in 1 quarter.
Physician Wealth Advisors's New Fortress Energy position peaked at $748 in Q1 2025.
219 funds tracked by Wall St. Rank held New Fortress Energy as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.