Bailard’s National Fuel Gas NFG Stock Holding History

Bailard’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 Q3	$750K	Hold	9,889	–	–	0.02%	421
2026 Q2	$764K	Buy	9,889 +2,100	+27%	+$174K	0.02%	429
2026 Q1	$732K	Sell	7,789 -1,248	-14%	-$109K	0.02%	409
2025 Q4	$724K	Hold	9,037	–	–	0.02%	392
2025 Q3	$835K	Hold	9,037	–	–	0.02%	363
2025 Q2	$766K	Sell	9,037 -600	-6%	-$48.4K	0.02%	374
2025 Q1	$763K	Buy	9,637 +2,700	+39%	+$194K	0.02%	353
2024 Q4	$421K	Buy	+6,937	New	+$425K	0.01%	491
2023 Q3	–	Sell	-5,700	Closed	-$293K	–	751
2023 Q2	$293K	Sell	5,700 -200	-3%	-$10.6K	0.01%	516
2023 Q1	$341K	Sell	5,900 -2,000	-25%	-$116K	0.01%	477
2022 Q4	$500K	Buy	7,900 +2,600	+49%	+$167K	0.02%	399
2022 Q3	$326K	Buy	+5,300	New	+$365K	0.01%	446

Other funds holding NFG

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Bailard's NFG Position: Q3 2026 in Review

Bailard held its National Fuel Gas (NFG) position steady in Q3 2026 at 9,889 shares worth $750K. The position accounts for 0.02% of the portfolio, ranked #421.

Bailard first reported a position in NFG in Q3 2022 and has held it in 12 quarters since. The position peaked at $835K in Q3 2025. 91 funds tracked by Wall St. Rank hold NFG as of Q3 2026.

Bailard held 9,889 shares of National Fuel Gas worth $750K as of Q3 2026.
Bailard left its National Fuel Gas share count unchanged in Q3 2026.
National Fuel Gas made up 0.02% of Bailard's portfolio in Q3 2026, its #421 holding.
Bailard first reported a position in National Fuel Gas in Q3 2022 and has held it in 12 quarters since.
Bailard's National Fuel Gas position peaked at $835K in Q3 2025.
91 funds tracked by Wall St. Rank held National Fuel Gas as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.