AAS
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Avantax Advisory Services’s National Fuel Gas NFG Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$648K Sell
7,644
-1,499
-16% -$121K ﹤0.01% 1430
2025
Q1 		$724K Sell
9,143
-3,125
-25% -$225K ﹤0.01% 1274
2024
Q4 		$744K Sell
12,268
-1,331
-10% -$81.6K ﹤0.01% 1199
2024
Q3 		$824K Buy
13,599
+2,224
+20% +$130K 0.01% 1126
2024
Q2 		$616K Buy
11,375
+3,380
+42% +$185K ﹤0.01% 1235
2024
Q1 		$429K Buy
+7,995
New +$395K ﹤0.01% 1118
2023
Q2 		– Sell
-7,183
Closed -$415K – 1549
2023
Q1 		$415K Buy
7,183
+2,266
+46% +$131K 0.01% 990
2022
Q4 		$311K Buy
4,917
+1,162
+31% +$74.8K ﹤0.01% 1088
2022
Q3 		$231K Buy
+3,755
New +$259K ﹤0.01% 1131

Other funds holding NFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's NFG Position: Q2 2025 in Review

Avantax Advisory Services reduced its National Fuel Gas (NFG) stake by 16% in Q2 2025, selling an estimated $121K and leaving 7,644 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Avantax Advisory Services first reported a position in NFG in Q3 2022 and has held it in 9 quarters since. The position peaked at $824K in Q3 2024. 584 funds tracked by Wall St. Rank hold NFG as of Q2 2025.

  • Avantax Advisory Services held 7,644 shares of National Fuel Gas worth $648K as of Q2 2025.
  • Avantax Advisory Services sold 1,499 National Fuel Gas shares in Q2 2025, an estimated $121K.
  • National Fuel Gas made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1430 holding.
  • Avantax Advisory Services first reported a position in National Fuel Gas in Q3 2022 and has held it in 9 quarters since.
  • Avantax Advisory Services's National Fuel Gas position peaked at $824K in Q3 2024.
  • 584 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.