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Baldwin Wealth Partners’s National Fuel Gas NFG Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-180
Closed -$11K – 740
2024
Q3 		$11K Buy
+180
New +$10.5K ﹤0.01% 781
2016
Q2 		– Sell
-70
Closed -$4K – 473
2016
Q1 		$4K Buy
+70
New +$3.22K ﹤0.01% 445
2014
Q4 		– Sell
-9,829
Closed -$688K – 262
2014
Q3 		$688K Buy
9,829
+197
+2% +$14.4K 0.1% 160
2014
Q2 		$754K Buy
9,632
+63
+0.7% +$4.64K 0.11% 154
2014
Q1 		$670K Buy
9,569
+190
+2% +$13.9K 0.11% 160
2013
Q4 		$670K Sell
9,379
-4
-0% -$278 0.11% 157
2013
Q3 		$645K Buy
+9,383
New +$610K 0.12% 144

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
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

Baldwin Wealth Partners's NFG Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of National Fuel Gas (NFG) in Q4 2024, closing a stake of 180 shares — an estimated $11K sold.

Baldwin Wealth Partners first reported a position in NFG in Q3 2013 and held it in 7 quarters. The position peaked at $754K in Q2 2014. 492 funds tracked by Wall St. Rank hold NFG as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining National Fuel Gas position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 180 National Fuel Gas shares in Q4 2024, an estimated $11K.
  • Baldwin Wealth Partners first reported a position in National Fuel Gas in Q3 2013 and held it in 7 quarters.
  • Baldwin Wealth Partners's National Fuel Gas position peaked at $754K in Q2 2014.
  • 492 funds tracked by Wall St. Rank held National Fuel Gas as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.