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Steward Partners Investment Advisory’s New Fortress Energy NFE Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-2,922
Closed -$6.46K – 4426
2025
Q3 		$6.46K Hold
2,922
– – ﹤0.01% 3569
2025
Q2 		$9.7K Buy
2,922
+2,421
+483% +$10.5K ﹤0.01% 3228
2025
Q1 		$4.16K Buy
+501
New +$6.17K ﹤0.01% 3434
2024
Q1 		– Sell
-150
Closed -$5.67K – 3639
2023
Q4 		$5.67K Buy
150
+49
+49% +$1.69K ﹤0.01% 2911
2023
Q3 		$3.31K Hold
101
– – ﹤0.01% 2952
2023
Q2 		$2.7K Buy
101
+37
+58% +$1.07K ﹤0.01% 2968
2023
Q1 		$1.89K Buy
64
+24
+60% +$846 ﹤0.01% 3030
2022
Q4 		$1.7K Buy
40
+20
+100% +$966 ﹤0.01% 3050
2022
Q3 		$1K Buy
+20
New +$1K ﹤0.01% 3142

Other funds holding NFE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GMP
Great Mountain Partners New Haven, Connecticut $15.1M AUM 92.9% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
FIG
Fortress Investment Group New York $392M AUM 22.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $2.28B AUM 7.31% 1-Year Est. Return
SC
Shay Capital New York $704M AUM 37.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return