WWM
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
Q1 		$32.7K Hold
55,484
– – ﹤0.01% 951
2025
Q4 		$63.3K Sell
55,484
-8,350
-13% -$12.3K ﹤0.01% 827
2025
Q3 		$141K Buy
63,834
+2,374
+4% +$6.76K 0.01% 753
2025
Q2 		$204K Buy
61,460
+16,109
+36% +$70K 0.01% 694
2025
Q1 		$377K Buy
45,351
+7,446
+20% +$91.7K 0.02% 459
2024
Q4 		$573K Buy
+37,905
New +$393K 0.04% 349

Other funds holding NFE

GMP
Great Mountain Partners New Haven, Connecticut $15.1M AUM 92.9% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Western Wealth Management's NFE Position: Q1 2026 in Review

Western Wealth Management held its New Fortress Energy (NFE) position steady in Q1 2026 at 55,484 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Western Wealth Management first reported a position in NFE in Q4 2024 and has held it in 6 quarters since. The position peaked at $573K in Q4 2024. 180 funds tracked by Wall St. Rank hold NFE as of Q1 2026.

  • Western Wealth Management held 55,484 shares of New Fortress Energy worth $32.7K as of Q1 2026.
  • Western Wealth Management left its New Fortress Energy share count unchanged in Q1 2026.
  • New Fortress Energy made up ﹤0.01% of Western Wealth Management's portfolio in Q1 2026, its #951 holding.
  • Western Wealth Management first reported a position in New Fortress Energy in Q4 2024 and has held it in 6 quarters since.
  • Western Wealth Management's New Fortress Energy position peaked at $573K in Q4 2024.
  • 180 funds tracked by Wall St. Rank held New Fortress Energy as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.