AWM
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Alterna Wealth Management’s National Fuel Gas NFG Stock Holding History

Alterna Wealth Management’s Portfolio NFG Stock Details NFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,785
Closed -$219K – 121
2023
Q1 		$219K Buy
+3,785
New +$219K 0.27% 82
2022
Q1 		– Sell
-3,347
Closed -$214K – 142
2021
Q4 		$214K Buy
+3,347
New +$200K 0.18% 93

Other funds holding NFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Alterna Wealth Management's NFG Position: Q2 2023 in Review

Alterna Wealth Management sold out of National Fuel Gas (NFG) in Q2 2023, closing a stake of 3,785 shares — an estimated $219K sold.

Alterna Wealth Management first reported a position in NFG in Q4 2021 and held it in 2 quarters. The position peaked at $219K in Q1 2023. 416 funds tracked by Wall St. Rank hold NFG as of Q2 2023.

  • Alterna Wealth Management reported no remaining National Fuel Gas position as of Q2 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 3,785 National Fuel Gas shares in Q2 2023, an estimated $219K.
  • Alterna Wealth Management first reported a position in National Fuel Gas in Q4 2021 and held it in 2 quarters.
  • Alterna Wealth Management's National Fuel Gas position peaked at $219K in Q1 2023.
  • 416 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2023.

Based on Alterna Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.