Valued Wealth Advisors
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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 		– Hold
0
– – – 912
2026
Q1 		– Hold
0
– – – 751
2025
Q4 		– Hold
0
– – – 642
2025
Q3 		– Hold
0
– – – 624
2025
Q2 		– Hold
0
– – – 618
2025
Q1 		– Hold
0
– – – 646
2024
Q4 		– Hold
0
– – – 638
2024
Q3 		– Hold
0
– – – 635
2024
Q2 		– Hold
0
– – – 606
2024
Q1 		– Hold
0
– – – 593

Other funds holding NFE

Great Mountain Partners
Great Mountain Partners New Haven, Connecticut $9.28M AUM 89.06% 1-Year Est. Return
Fortress Investment Group
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