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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
-18,740
Closed -$62.2K – 151
2025
Q2 		$62.2K Sell
18,740
-18,739
-50% -$81.4K 0.01% 142
2025
Q1 		$311K Buy
37,479
+8,953
+31% +$110K 0.04% 112
2024
Q4 		$431K Hold
28,526
– – 0.06% 95
2024
Q3 		$259K Hold
28,526
– – 0.03% 116
2024
Q2 		$627K Buy
28,526
+2,350
+9% +$60.7K 0.09% 65
2024
Q1 		$801K Buy
26,176
+3,059
+13% +$100K 0.12% 55
2023
Q4 		$872K Hold
23,117
– – 0.14% 47
2023
Q3 		$758K Buy
23,117
+2,000
+9% +$58.8K 0.14% 46
2023
Q2 		$566K Buy
21,117
+3,244
+18% +$94.1K 0.11% 56
2023
Q1 		$526K Buy
17,873
+3,191
+22% +$113K 0.12% 50
2022
Q4 		$623K Buy
14,682
+2,235
+18% +$108K 0.15% 43
2022
Q3 		$544K Sell
12,447
-14,960
-55% -$751K 0.15% 45
2022
Q2 		$1.08M Buy
27,407
+4,635
+20% +$200K 0.29% 34
2022
Q1 		$970K Buy
22,772
+6,668
+41% +$180K 0.25% 37
2021
Q4 		$389K Buy
+16,104
New +$446K 0.1% 60

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
BlackRock New York $5.72T AUM 30.48% 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 $394M AUM 22.99% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 18,740 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. 198 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 18,740 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.
  • 198 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.