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 Q2	$14.3K	Sell	39,225 -16,259	-29%	-$9.67K	﹤0.01%	1002
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	0.03%	422

Other funds holding NFE

GMP

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

FIG

Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Western Wealth Management's NFE Position: Q2 2026 in Review

Western Wealth Management reduced its New Fortress Energy (NFE) stake by 29% in Q2 2026, selling an estimated $9.67K and leaving 39,225 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Western Wealth Management first reported a position in NFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $573K in Q4 2024. 149 funds tracked by Wall St. Rank hold NFE as of Q2 2026.

Western Wealth Management held 39,225 shares of New Fortress Energy worth $14.3K as of Q2 2026.
Western Wealth Management sold 16,259 New Fortress Energy shares in Q2 2026, an estimated $9.67K.
New Fortress Energy made up ﹤0.01% of Western Wealth Management's portfolio in Q2 2026, its #1002 holding.
Western Wealth Management first reported a position in New Fortress Energy in Q4 2024 and has held it in 7 quarters since.
Western Wealth Management's New Fortress Energy position peaked at $573K in Q4 2024.
149 funds tracked by Wall St. Rank held New Fortress Energy as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.