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

Valued 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
2026
Q2 		$2 Hold
3
– – ﹤0.01% 912
2026
Q1 		$2 Hold
3
– – ﹤0.01% 751
2025
Q4 		$4 Hold
3
– – ﹤0.01% 642
2025
Q3 		$7 Hold
3
– – ﹤0.01% 624
2025
Q2 		$11 Hold
3
– – ﹤0.01% 618
2025
Q1 		$26 Hold
3
– – ﹤0.01% 646
2024
Q4 		$46 Hold
3
– – ﹤0.01% 638
2024
Q3 		$28 Hold
3
– – ﹤0.01% 635
2024
Q2 		$67 Hold
3
– – ﹤0.01% 606
2024
Q1 		$92 Buy
+3
New +$99 ﹤0.01% 593

Other funds holding NFE

GMP
Great Mountain Partners New Haven, Connecticut $9.28M AUM 89.06% 1-Year Est. Return
FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Valued Wealth Advisors's NFE Position: Q2 2026 in Review

Valued Wealth Advisors held its New Fortress Energy (NFE) position steady in Q2 2026 at 3 shares worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Valued Wealth Advisors first reported a position in NFE in Q1 2024 and has held it in 10 quarters since. The position peaked at $92 in Q1 2024. 149 funds tracked by Wall St. Rank hold NFE as of Q2 2026.

  • Valued Wealth Advisors held 3 shares of New Fortress Energy worth $2 as of Q2 2026.
  • Valued Wealth Advisors left its New Fortress Energy share count unchanged in Q2 2026.
  • New Fortress Energy made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #912 holding.
  • Valued Wealth Advisors first reported a position in New Fortress Energy in Q1 2024 and has held it in 10 quarters since.
  • Valued Wealth Advisors's New Fortress Energy position peaked at $92 in Q1 2024.
  • 149 funds tracked by Wall St. Rank held New Fortress Energy as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.