Avantax Planning Partners’s National Fuel Gas NFG Stock Holding History

Avantax Planning Partners’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
2026 Q1	$390K	Sell	4,149 -148	-3%	-$12.9K	0.01%	309
2025 Q4	$344K	Hold	4,297	–	–	0.01%	330
2025 Q3	$397K	Sell	4,297 -34	-0.8%	-$2.96K	0.01%	307
2025 Q2	$367K	Sell	4,331 -387	-8%	-$31.2K	0.01%	313
2025 Q1	$374K	Sell	4,718 -370	-7%	-$26.6K	0.01%	302
2024 Q4	$309K	Hold	5,088	–	–	0.01%	331
2024 Q3	$308K	Buy	5,088 +892	+21%	+$52.2K	0.01%	327
2024 Q2	$227K	Sell	4,196 -189	-4%	-$10.4K	0.01%	415
2024 Q1	$236K	Buy	+4,385	New	+$217K	0.01%	413
2018 Q4	–	Sell	-912	Closed	-$51K	–	874
2018 Q3	$51K	Buy	+912	New	+$50.3K	﹤0.01%	483
2018 Q2	–	Sell	-912	Closed	-$47K	–	1027
2018 Q1	$47K	Buy	+912	New	+$47.7K	﹤0.01%	545

Other funds holding NFG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Avantax Planning Partners's NFG Position: Q1 2026 in Review

Avantax Planning Partners reduced its National Fuel Gas (NFG) stake by 3.4% in Q1 2026, selling an estimated $12.9K and leaving 4,149 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #309.

Avantax Planning Partners first reported a position in NFG in Q1 2018 and has held it in 11 quarters since. The position peaked at $397K in Q3 2025. 654 funds tracked by Wall St. Rank hold NFG as of Q1 2026.

Avantax Planning Partners held 4,149 shares of National Fuel Gas worth $390K as of Q1 2026.
Avantax Planning Partners sold 148 National Fuel Gas shares in Q1 2026, an estimated $12.9K.
National Fuel Gas made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #309 holding.
Avantax Planning Partners first reported a position in National Fuel Gas in Q1 2018 and has held it in 11 quarters since.
Avantax Planning Partners's National Fuel Gas position peaked at $397K in Q3 2025.
654 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.