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Root Financial Partners’s New Fortress Energy NFE Stock Holding History

Root Financial Partners’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 		$327 Buy
+555
New +$649 ﹤0.01% 3005

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FIG
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BlackRock
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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

Root Financial Partners's NFE Position: Q1 2026 in Review

Root Financial Partners opened a new position in New Fortress Energy (NFE) in Q1 2026: 555 shares worth $327. The stake represents ﹤0.01% of the portfolio and ranks #3005 among its holdings.

181 funds tracked by Wall St. Rank hold NFE as of Q1 2026.

  • Root Financial Partners held 555 shares of New Fortress Energy worth $327 as of Q1 2026.
  • New Fortress Energy was a new Root Financial Partners position in Q1 2026.
  • New Fortress Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3005 holding.
  • 181 funds tracked by Wall St. Rank held New Fortress Energy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.