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Waverly Advisors’s New Fortress Energy NFE Stock Holding History

Waverly 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
2025
Q4 		– Sell
-16,525
Closed -$36.5K – 1511
2025
Q3 		$36.5K Buy
16,525
+525
+3% +$1.49K ﹤0.01% 1273
2025
Q2 		$53.1K Sell
16,000
-35
-0.2% -$152 ﹤0.01% 1176
2025
Q1 		$133K Buy
16,035
+35
+0.2% +$431 ﹤0.01% 1076
2024
Q4 		$242K Buy
+16,000
New +$166K ﹤0.01% 883

Other funds holding NFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Waverly Advisors's NFE Position: Q4 2025 in Review

Waverly Advisors sold out of New Fortress Energy (NFE) in Q4 2025, closing a stake of 16,525 shares — an estimated $36.5K sold.

Waverly Advisors first reported a position in NFE in Q4 2024 and held it in 4 quarters. The position peaked at $242K in Q4 2024. 184 funds tracked by Wall St. Rank hold NFE as of Q4 2025.

  • Waverly Advisors reported no remaining New Fortress Energy position as of Q4 2025 after selling out during the quarter.
  • Waverly Advisors sold 16,525 New Fortress Energy shares in Q4 2025, an estimated $36.5K.
  • Waverly Advisors first reported a position in New Fortress Energy in Q4 2024 and held it in 4 quarters.
  • Waverly Advisors's New Fortress Energy position peaked at $242K in Q4 2024.
  • 184 funds tracked by Wall St. Rank held New Fortress Energy as of Q4 2025.

Based on Waverly Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.