BWP
NFG icon

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return