UWPG
NFE icon

Ullmann Wealth Partners Group’s New Fortress Energy NFE Stock Holding History

Ullmann Wealth Partners 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
2025
Q3 		– Sell
-375
Closed -$62.2K – 151
2025
Q2 		$62.2K Sell
375
-375
-50% -$81.5K 0.01% 142
2025
Q1 		$311K Buy
750
+179
+31% +$110K 0.04% 112
2024
Q4 		$431K Hold
571
– – 0.06% 95
2024
Q3 		$259K Hold
571
– – 0.03% 116
2024
Q2 		$627K Buy
571
+47
+9% +$60.7K 0.09% 65
2024
Q1 		$801K Buy
524
+62
+13% +$102K 0.12% 55
2023
Q4 		$872K Hold
462
– – 0.14% 47
2023
Q3 		$758K Buy
462
+40
+9% +$58.8K 0.14% 46
2023
Q2 		$566K Buy
422
+65
+18% +$94.2K 0.11% 56
2023
Q1 		$526K Buy
357
+63
+21% +$111K 0.12% 50
2022
Q4 		$623K Buy
294
+45
+18% +$109K 0.15% 43
2022
Q3 		$544K Sell
249
-299
-55% -$750K 0.15% 45
2022
Q2 		$1.08M Buy
548
+93
+20% +$200K 0.29% 34
2022
Q1 		$970K Buy
455
+133
+41% +$179K 0.25% 37
2021
Q4 		$389K Buy
+322
New +$446K 0.1% 60

Other funds holding NFE

GMP
Great Mountain Partners New Haven, Connecticut $9.28M AUM 89.06% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
SC
Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ullmann Wealth Partners Group's NFE Position: Q3 2025 in Review

Ullmann Wealth Partners Group sold out of New Fortress Energy (NFE) in Q3 2025, closing a stake of 375 shares — an estimated $62.2K sold.

Ullmann Wealth Partners Group first reported a position in NFE in Q4 2021 and held it in 15 quarters. The position peaked at $1.08M in Q2 2022. 194 funds tracked by Wall St. Rank hold NFE as of Q3 2025.

  • Ullmann Wealth Partners Group reported no remaining New Fortress Energy position as of Q3 2025 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 375 New Fortress Energy shares in Q3 2025, an estimated $62.2K.
  • Ullmann Wealth Partners Group first reported a position in New Fortress Energy in Q4 2021 and held it in 15 quarters.
  • Ullmann Wealth Partners Group's New Fortress Energy position peaked at $1.08M in Q2 2022.
  • 194 funds tracked by Wall St. Rank held New Fortress Energy as of Q3 2025.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2025, filed 17 Oct 2025.