Western Wealth Management
NFE icon

Western Wealth Management’s New Fortress Energy NFE Stock Holding History

Western Wealth Management’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
Q3 		– Sell
-785
Closed -$14.2K – 1002
2026
Q2 		$14.2K Sell
785
-325
-29% -$9.7K ﹤0.01% 1002
2026
Q1 		$32.7K Hold
1,110
– – ﹤0.01% 951
2025
Q4 		$63.3K Sell
1,110
-167
-13% -$12.3K ﹤0.01% 827
2025
Q3 		$141K Buy
1,277
+48
+4% +$6.83K 0.01% 753
2025
Q2 		$204K Buy
1,229
+322
+36% +$70K 0.01% 694
2025
Q1 		$377K Buy
907
+149
+20% +$91.8K 0.02% 459
2024
Q4 		$573K Buy
+758
New +$393K 0.03% 422

Other funds holding NFE

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Strategic Value Partners
Strategic Value Partners Greenwich, Connecticut $493M AUM 143.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Great Mountain Partners
Great Mountain Partners New Haven, Connecticut $3.21M AUM 94.33% 1-Year Est. Return
Brigade Capital Management
Brigade Capital Management New York $1.26B AUM 194.27% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $49B AUM 42.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Western Wealth Management's NFE Position: Q3 2026 in Review

Western Wealth Management sold out of New Fortress Energy (NFE) in Q3 2026, closing a stake of 785 shares — an estimated $14.2K sold.

Western Wealth Management first reported a position in NFE in Q4 2024 and held it in 7 quarters. The position peaked at $573K in Q4 2024. 64 funds tracked by Wall St. Rank hold NFE as of Q3 2026.

  • Western Wealth Management reported no remaining New Fortress Energy position as of Q3 2026 after selling out during the quarter.
  • Western Wealth Management sold 785 New Fortress Energy shares in Q3 2026, an estimated $14.2K.
  • Western Wealth Management first reported a position in New Fortress Energy in Q4 2024 and held it in 7 quarters.
  • Western Wealth Management's New Fortress Energy position peaked at $573K in Q4 2024.
  • 64 funds tracked by Wall St. Rank held New Fortress Energy as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.