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 Q2	$300K	Sell	3,881 -268	-6%	-$22.2K	0.01%	367
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avantax Planning Partners's NFG Position: Q2 2026 in Review

Avantax Planning Partners reduced its National Fuel Gas (NFG) stake by 6.5% in Q2 2026, selling an estimated $22.2K and leaving 3,881 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #367.

Avantax Planning Partners first reported a position in NFG in Q1 2018 and has held it in 12 quarters since. The position peaked at $397K in Q3 2025. 653 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

Avantax Planning Partners held 3,881 shares of National Fuel Gas worth $300K as of Q2 2026.
Avantax Planning Partners sold 268 National Fuel Gas shares in Q2 2026, an estimated $22.2K.
National Fuel Gas made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #367 holding.
Avantax Planning Partners first reported a position in National Fuel Gas in Q1 2018 and has held it in 12 quarters since.
Avantax Planning Partners's National Fuel Gas position peaked at $397K in Q3 2025.
653 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.