180 WEALTH ADVISORS, LLC NFE — NEW FORTRESS ENERGY INC

Ownership history in 180 WEALTH ADVISORS, LLC  ·  7 quarters on record

AI Ownership Summary

180 WEALTH ADVISORS, LLC reported NEW FORTRESS ENERGY INC (NFE) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.06% in 2024 Q4. The latest visible filing shows NFE at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NFE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 180 WEALTH ADVISORS, LLC's position in NEW FORTRESS ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NFE was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NFE stock page 180 WEALTH ADVISORS, LLC fund profile 180 WEALTH ADVISORS, LLC full holdings
How 180 WEALTH ADVISORS, LLC held NFE — position size vs. price
% of Fund (quarterly)    NFE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 106,480 +8,464 +8.6% 0.01% $63K 2026-05-01 $0.73
2025 Q4 ADDED — — — 98,016 +35,108 +55.8% 0.01% $112K 2026-01-09 $1.18
2025 Q3 ADDED — — — 62,908 +14,380 +29.6% 0.02% $139K 2025-10-16 $1.81
2025 Q2 ADDED — — — 48,528 +23,419 +93.3% 0.02% $161K 2025-07-31 $2.72
2025 Q1 REDUCED — — — 25,109 -439 -1.7% 0.03% $209K 2025-04-09 $6.68
2024 Q4 ADDED — — — 25,548 +12 +0.0% 0.06% $386K 2025-01-14 $14.50
2024 Q3 INITIATED — — — 25,536 — — 0.04% $232K 2024-11-01 $8.00

🏢 Other funds also holding NFE

As of 2026 Q1 — sorted by position size

CenterBook Partners LP 3Y 0.02% Marex Group plc 0.02% Ground Swell Capital, LLC 3Y 7Y 0.02% LEE DANNER & BASS INC 3Y 7Y 0.01% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.01% J. Derek Lewis & Associates Inc. 0.01% Fiduciary Alliance LLC 3Y 0.01% waypoint wealth counsel 0.0% CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 3Y 7Y 0.0% Founders Capital Management 3Y 7Y 0.0%

FAQ About 180 WEALTH ADVISORS, LLC and NFE

These are the practical questions this page is built to answer before you even open the full history table.

How long has 180 WEALTH ADVISORS, LLC reported owning NFE?

180 WEALTH ADVISORS, LLC reported NFE across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported NFE position in 180 WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for NFE was 0.06% in 2024 Q4.

What is the latest reported NFE position on this page?

The most recent filing on this page is 2026 Q1, when 180 WEALTH ADVISORS, LLC reported 106,480 shares, equal to 0.01% of portfolio, with an estimated market value of $63K.

What does the chart on this NFE ownership page compare?

The chart compares 180 WEALTH ADVISORS, LLC's quarterly NFE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 180 WEALTH ADVISORS, LLC time their NFE position?

Based on 13F filing dates vs. subsequent NFE price moves, 180 WEALTH ADVISORS, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on NFE relative to SPY over the holding period was -83.0%.

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