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Avior Wealth Management’s National Fuel Gas NFG Stock Holding History

Avior 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
2025
Q1 		– Sell
-1,222
Closed -$74.2K – 1765
2024
Q4 		$74.2K Sell
1,222
-3
-0.2% -$184 ﹤0.01% 1001
2024
Q3 		$74.2K Sell
1,225
-191
-13% -$11.2K ﹤0.01% 980
2024
Q2 		$76.7K Sell
1,416
-119
-8% -$6.52K ﹤0.01% 949
2024
Q1 		$82.5K Buy
+1,535
New +$75.9K ﹤0.01% 1037
2023
Q2 		– Sell
-77
Closed -$4.45K – 1637
2023
Q1 		$4.45K Buy
+77
New +$4.46K ﹤0.01% 1235

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's NFG Position: Q1 2025 in Review

Avior Wealth Management sold out of National Fuel Gas (NFG) in Q1 2025, closing a stake of 1,222 shares — an estimated $74.2K sold.

Avior Wealth Management first reported a position in NFG in Q1 2023 and held it in 5 quarters. The position peaked at $82.5K in Q1 2024. 574 funds tracked by Wall St. Rank hold NFG as of Q1 2025.

  • Avior Wealth Management reported no remaining National Fuel Gas position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,222 National Fuel Gas shares in Q1 2025, an estimated $74.2K.
  • Avior Wealth Management first reported a position in National Fuel Gas in Q1 2023 and held it in 5 quarters.
  • Avior Wealth Management's National Fuel Gas position peaked at $82.5K in Q1 2024.
  • 574 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.