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

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

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. 22 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.
22 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.