New Fortress Energy Inc. (NFE) shareholders
Close on Nov 13, 2026Market cap $1.06BP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Jonathan Rotolo Joint filing with Energy Transition Holdings LLC (9.40%), Great Mountain Partners LLC (9.40%) and 1 more | 25,559,846 | 9.40% | 13D (active) amendment | Oct 2, 2024 |
| Alexander Thomson Joint filing with Energy Transition Holdings LLC (9.00%), Great Mountain Partners LLC (9.00%) and 1 more | 25,559,846 | 9.00% | 13G (passive) | Dec 31, 2025 |
| Victor Khosla Joint filing with Strategic Value Partners, LLC (14.70%), Strategic Value Special Situations Master Fund V, L.P. (7.40%) and 1 more | 19,208,710 | 14.70% | 13D (active) | Sep 11, 2026 |
| Rubric Capital Management LP Joint filing with David Rosen (5.62%) | 15,000,000 | 5.62% | 13G (passive) | Dec 31, 2024 |
| Wesley R. Edens | 3,861,959 | 20.50% | 13D (active) amendment | Sep 11, 2026 |
| AllianceBernstein L.P. | 3,120,843 | 19.10% | 13G (passive) | Oct 31, 2026 |
| Abigail P. Johnson Joint filing with FMR LLC (6.30%) | 1,022,115 | 6.30% | 13G (passive) | Sep 30, 2026 |
| Barclays PLC | 986,449 | 6.04% | 13G (passive) | Sep 30, 2026 |
| Capital World Investors | 444,985 | 18.10% | 13G (passive) | Sep 30, 2026 |
| King Street Capital Management, L.P. Joint filing with King Street Capital Management GP, L.L.C. (12.30%), Brian J. Higgins (12.30%) | 301,730 | 12.30% | 13G (passive) | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NFE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Great Mountain Partners LLC | 511,197 | – | $9.28M | – | 100.00% |
| Fortress Investment Group LLC | 267,986 | – | $4.86M | – | 0.92% |
| Vanguard Capital Management LLC | 145,142 | – | $2.63M | +1,492 | 0.00% |
| Charles Schwab Investment Management Inc | 116,196 | – | $2.11M | −2,030 | 0.00% |
| Goldman Sachs Group Inc | 83,869 | – | $1.52M | +17,675 | 0.00% |
| Aqr Capital Management LLC | 78,260 | – | $1.42M | +30,668 | 0.00% |
| UBS Group AG | 75,077 | – | $1.36M | −37,270 | 0.00% |
| Capital World Investors | 69,315 | – | $1.26M | – | 0.00% |
| BlackRock, Inc. | 66,168 | – | $1.20M | −191,451 | 0.00% |
| Vanguard Portfolio Management LLC | 48,968 | – | $888.76K | −22,137 | 0.00% |
| Millennium Management LLC | 48,509 | – | $880.69K | −25,765 | 0.00% |
| Barclays PLC | 45,648 | – | $828.74K | −25,244 | 0.00% |
| Marshall Wace, Llp | 42,201 | – | $759.61K | −13,639 | 0.00% |
| Garnet Equity Capital Holdings, Inc. | 38,912 | – | $706.45K | – | 0.13% |
| Deltroit Asset Management (UK) LLP | 36,000 | – | $653.58K | – | 0.09% |
| Lazard Asset Management LLC | 32,070 | – | $582.24K | −211 | 0.00% |
| Geode Capital Management, LLC | 31,390 | – | $570.12K | −44,340 | 0.00% |
| Invesco Ltd. | 27,888 | – | $506.32K | −2,688 | 0.00% |
| Pingora Partners LLC | 22,957 | – | $416.79K | +1,050 | 0.24% |
| FMR LLC | 17,735 | – | $321.98K | −140 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 149 | 2M | 26 / 37 | 58 / 58 | 0M | 1M |
| Q1 2026 | 182 | 3M | 41 / 58 | 41 / 38 | 1M | 1M |
| Q4 2025 | 185 | 3M | 45 / 46 | 55 / 57 | 0M | 1M |
| Q3 2025 | 198 | 4M | 37 / 63 | 62 / 58 | 0M | 1M |
| Q2 2025 | 220 | 4M | 44 / 94 | 54 / 75 | 1M | 1M |
| Q1 2025 | 253 | 4M | 65 / 99 | 56 / 47 | 1M | 0M |
| Q4 2024 | 237 | 4M | 76 / 91 | 39 / 57 | 1M | 0M |
| Q3 2024 | 218 | 3M | 44 / 88 | 52 / 56 | 0M | 0M |
| Q2 2024 | 234 | 3M | 49 / 97 | 40 / 63 | 0M | 0M |
| Q1 2024 | 251 | 2M | 45 / 71 | 93 / 41 | 0M | 0M |
| Q4 2023 | 250 | 2M | 40 / 86 | 78 / 30 | 0M | 0M |
| Q3 2023 | 241 | 2M | 51 / 84 | 60 / 41 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
115 funds held NFE in Q1 2026, 64% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of NFE | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 5,675,916 | – | $2.06M | 0.00% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 3,440,817 | – | $1.93M | 0.02% | May 31, 2026 |
| American High Income Trust | 2,594,469 | – | $942.05K | 0.00% | Jun 30, 2026 |
| Vanguard Energy Index Fund | 2,480,050 | – | $1.39M | 0.01% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 1,397,417 | – | $507.40K | 0.00% | Jun 30, 2026 |
| Invesco RAFI US 1500 Small-Mid ETF | 1,389,022 | – | $447.96K | 0.02% | Jul 31, 2026 |
| Schwab Fundamental U.S. Small Company Index Fund | 1,074,559 | – | $346.55K | 0.01% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 895,781 | – | $502.35K | 0.00% | May 31, 2026 |
| BlackRock Advantage Small Cap Core Fund | 879,244 | – | $493.08K | 0.01% | May 29, 2026 |
| Schwab U.S. Small-Cap ETF | 564,508 | – | $316.58K | 0.00% | May 31, 2026 |
| American Funds Multi-Sector Income Fund | 343,097 | – | $124.58K | 0.00% | Jun 30, 2026 |
| American Funds Strategic Bond Fund | 327,772 | – | $119.01K | 0.00% | Jun 30, 2026 |
| Corgi Natural Gas Power & Turbines ETF | 302,901 | – | $109.98K | 0.91% | Jun 30, 2026 |
| Ultra-Small Company Market Fund | 299,700 | – | $108.82K | 0.07% | Jun 30, 2026 |
| Tortoise North American Pipeline ETF | 280,864 | – | $157.51K | 0.02% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Wesley R. Edens | Chief Executive Officer, Director, 10% owner | 54,929,363 | Sep 15, 2026 |
| Frederick William Hundt | Chief Accounting Officer | 28,749 | Jul 9, 2026 |
| Michael Thomas Lowe | Chief Accounting Officer | 16,486 | Feb 5, 2026 |
| Christopher S. Guinta | Chief Financial Officer | 368,953 | Feb 5, 2026 |
| Yunyoung Shin | Chief Accounting Officer | 83,557 | Apr 23, 2025 |
| William P. Wall | Director | 160 | Nov 9, 2026 |
| Steven J. Pully | Director | – | Sep 23, 2026 |
| Anthony Abate | Director | – | Sep 18, 2026 |
| Doug S. Aron | Director | – | Sep 18, 2026 |
| Maria Vladimirovna GORDON | Director | – | Sep 18, 2026 |
| Charles M. Sledge | Director | 0 | May 8, 2025 |
| King Street Capital Management GP, L.L.C. | 10% owner | 551,652 | Oct 1, 2026 |
| King Street Capital Management, L.P. | 10% owner | – | Oct 1, 2026 |
| Brian J. Higgins | 10% owner | – | Oct 1, 2026 |
| Strategic Value Special Situations VI MF, L.P. | 10% owner | – | Sep 22, 2026 |
| Value Capital Solutions II MF L.P. Strategic | 10% owner | 131,290 | Sep 22, 2026 |
| Strategic Value Partners, LLC | 10% owner | – | Sep 22, 2026 |
| Strategic Value Excelsior Fund, L.P. | 10% owner | – | Sep 22, 2026 |
| Strategic Value Special Situations Master Fund V, L.P. | 10% owner | – | Sep 22, 2026 |
| Victor Khosla | 10% owner | – | Sep 22, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Wesley R. Edens Chief Executive Officer, Director, 10% owner | Sep 11, 2026 | Award | +208,588 | – | – | 929,024 |
| Wesley R. Edens Chief Executive Officer, Director, 10% owner | Sep 11, 2026 | Buy | +28,313 | – | – | 957,337 |
| Michael Thomas Lowe Chief Accounting Officer | Feb 3, 2026 | Tax withholding | −4,916 | $1.31 | $6.44K | 16,486 |
| Michael Thomas Lowe Chief Accounting Officer | Feb 3, 2026 | Option exercise | +8,089 | – | – | 21,402 |
| Christopher S. Guinta Chief Financial Officer | Feb 3, 2026 | Option exercise | +162,300 | – | – | 368,953 |
| Christopher S. Guinta Chief Financial Officer | Feb 3, 2026 | Tax withholding | −35,711 | $1.31 | $46.78K | 333,242 |
| Yunyoung Shin Chief Accounting Officer | Apr 21, 2025 | Tax withholding | −44,558 | $4.96 | $221.01K | 83,557 |
| Christopher S. Guinta Chief Financial Officer | Mar 13, 2025 | Buy | +5,000 | $8.57 | $42.85K | 206,653 |
| Wesley R. Edens Chief Executive Officer, Director, 10% owner | Mar 12, 2025 | Buy | +100,000 | $9.07 | $907.00K | 36,021,915 |
| Wesley R. Edens Chief Executive Officer, Director, 10% owner | Mar 11, 2025 | Buy | +200,000 | $8.77 | $1.75M | 35,921,915 |
| Yunyoung Shin Chief Accounting Officer | Jan 2, 2025 | Option exercise | +80,455 | – | – | 128,115 |
| Wesley R. Edens Chief Executive Officer, Director, 10% owner | Oct 1, 2024 | Buy | +5,793,742 | $8.63 | $50.00M | 35,721,915 |
| John J. Mack Director | May 14, 2024 | Other | +24,000 | $28.21 | $677.04K | 1,375,013 |
| Desmond Iain Catterall Director | May 26, 2023 | Buy | +4,734 | $26.54 | $125.64K | 4,734 |
| Timothy W. Jay Director | May 24, 2023 | Buy | +1,000 | $27.70 | $27.70K | 31,221 |
| Timothy W. Jay Director | May 24, 2023 | Buy | +1,000 | $28.00 | $28.00K | 32,221 |
| Timothy W. Jay Director | May 24, 2023 | Buy | +250 | $28.00 | $7.00K | 8,555 |
| Timothy W. Jay Director | May 23, 2023 | Buy | +1,000 | $28.24 | $28.24K | 30,221 |
| Timothy W. Jay Director | May 23, 2023 | Buy | +1,000 | $28.00 | $28.00K | 29,221 |
| Timothy W. Jay Director | May 23, 2023 | Buy | +1,000 | $28.61 | $28.61K | 28,221 |
| Timothy W. Jay Director | May 23, 2023 | Buy | +250 | $28.24 | $7.06K | 7,805 |
| Timothy W. Jay Director | May 23, 2023 | Buy | +250 | $28.62 | $7.16K | 8,305 |
| Timothy W. Jay Director | May 23, 2023 | Buy | +250 | $28.00 | $7.00K | 8,055 |
| Yunyoung Shin Chief Accounting Officer | Apr 5, 2023 | Tax withholding | −22,529 | $28.99 | $653.12K | 47,660 |
| Christopher S. Guinta Chief Financial Officer | Apr 5, 2023 | Tax withholding | −23,413 | $28.99 | $678.74K | 201,653 |
| Yunyoung Shin Chief Accounting Officer | Apr 3, 2023 | Award | +42,338 | – | – | 70,189 |
| Christopher S. Guinta Chief Financial Officer | Apr 3, 2023 | Award | +42,338 | – | – | 225,066 |
| Matthew Wilkinson Director | Dec 30, 2022 | Sale | −4,000 | $42.28 | $169.12K | 46,907 |
| Matthew Wilkinson Director | Dec 29, 2022 | Sale | −6,800 | $41.94 | $285.19K | 50,907 |
| C. William Griffin Director | Dec 28, 2022 | Buy | +10,000 | $41.06 | $410.60K | 344,805 |
| Katherine Wanner Director | Dec 22, 2022 | Buy | +3,370 | $41.79 | $140.83K | 82,599 |
| John J. Mack Director | Dec 22, 2022 | Other | +25,000 | $42.20 | $1.06M | 1,351,013 |
| John J. Mack Director | Dec 22, 2022 | Other | +105,000 | $42.20 | $4.43M | 1,326,013 |
| C. William Griffin Director | Dec 20, 2022 | Buy | +116 | $44.20 | $5.13K | 334,805 |
| Mountain Partners LLC Great 10% owner | Dec 19, 2022 | Sale | −6,900,000 | $45.56 | $314.36M | 25,559,846 |
| C. William Griffin Director | Sep 21, 2022 | Buy | +103 | $49.66 | $5.11K | 334,689 |
| Christopher S. Guinta Chief Financial Officer | Sep 13, 2022 | Tax withholding | −67,440 | $55.25 | $3.73M | 182,728 |
| Yunyoung Shin Chief Accounting Officer | Sep 13, 2022 | Tax withholding | −33,125 | $55.25 | $1.83M | 27,851 |
| Matthew Wilkinson Director | Sep 9, 2022 | Tax withholding | −11,379 | $58.79 | $668.97K | 57,707 |
| Desmond Iain Catterall Director | Sep 9, 2022 | Tax withholding | −622 | $58.79 | $36.57K | 68,266 |
| C. William Griffin Director | Jun 28, 2022 | Buy | +131 | $39.12 | $5.12K | 334,586 |
| Mountain Partners LLC Great 10% owner | Apr 19, 2022 | Sale | −264,240 | $45.23 | $11.95M | 32,495,606 |
| Mountain Partners LLC Great 10% owner | Apr 19, 2022 | Sale | −35,760 | $45.63 | $1.63M | 32,459,846 |
| Alexander Thomson 10% owner | Apr 7, 2022 | Sale | −19,693 | $41.52 | $817.65K | 32,760,096 |
| Alexander Thomson 10% owner | Apr 7, 2022 | Sale | −250 | $42.84 | $10.71K | 32,759,846 |
| Alexander Thomson 10% owner | Apr 6, 2022 | Sale | −280,057 | $41.62 | $11.66M | 32,779,789 |
| Jonathan Rotolo 10% owner | Apr 1, 2022 | Sale(10b5-1 plan) | −163,172 | $45.06 | $7.35M | 33,111,495 |
| Jonathan Rotolo 10% owner | Apr 1, 2022 | Sale(10b5-1 plan) | −170,197 | $44.39 | $7.56M | 33,274,667 |
| Jonathan Rotolo 10% owner | Apr 1, 2022 | Sale(10b5-1 plan) | −14,982 | $43.42 | $650.52K | 33,444,864 |
| Jonathan Rotolo 10% owner | Apr 1, 2022 | Sale(10b5-1 plan) | −3,887 | $46.93 | $182.42K | 33,059,846 |
| Jonathan Rotolo 10% owner | Apr 1, 2022 | Sale(10b5-1 plan) | −47,762 | $46.17 | $2.21M | 33,063,733 |
| C. William Griffin Director | Mar 29, 2022 | Buy | +137 | $37.20 | $5.10K | 334,455 |
| Christopher S. Guinta Chief Financial Officer | Mar 7, 2022 | Tax withholding | −82,951 | $34.72 | $2.88M | 318,519 |
| John J. Mack Director | Mar 4, 2022 | Other | +26,000 | $34.46 | $895.96K | 1,221,013 |
| Yunyoung Shin Chief Accounting Officer | Feb 28, 2022 | Award | +60,976 | – | – | 60,976 |
| Christopher S. Guinta Chief Financial Officer | Feb 28, 2022 | Award | +121,952 | – | – | 401,470 |
| C. William Griffin Director | Dec 17, 2021 | Buy | +238 | $21.27 | $5.06K | 334,318 |
| C. William Griffin Director | Sep 17, 2021 | Buy | +178 | $28.29 | $5.04K | 334,080 |
| Matthew Wilkinson Director | Sep 3, 2021 | Tax withholding | −9,524 | $30.24 | $288.01K | 69,086 |
| Desmond Iain Catterall Director | Aug 19, 2021 | Tax withholding | −953 | $26.50 | $25.25K | 68,888 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of New Fortress Energy's stock actually held short. Settlement fails (shares not delivered on time) peaked at 945,669 shares on Sep 11, 2026 over the last 90 days.
See a number that looks wrong?