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Caerus Investment Advisors’s National Fuel Gas NFG Stock Holding History

Caerus Investment Advisors’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
Q4 		– Sell
-4,002
Closed -$370K – 347
2025
Q3 		$370K Buy
+4,002
New +$349K 0.15% 160

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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Caerus Investment Advisors's NFG Position: Q4 2025 in Review

Caerus Investment Advisors sold out of National Fuel Gas (NFG) in Q4 2025, closing a stake of 4,002 shares — an estimated $370K sold.

Caerus Investment Advisors first reported a position in NFG in Q3 2025 and held it in 1 quarter. The position peaked at $370K in Q3 2025. 618 funds tracked by Wall St. Rank hold NFG as of Q4 2025.

  • Caerus Investment Advisors reported no remaining National Fuel Gas position as of Q4 2025 after selling out during the quarter.
  • Caerus Investment Advisors sold 4,002 National Fuel Gas shares in Q4 2025, an estimated $370K.
  • Caerus Investment Advisors first reported a position in National Fuel Gas in Q3 2025 and held it in 1 quarter.
  • Caerus Investment Advisors's National Fuel Gas position peaked at $370K in Q3 2025.
  • 618 funds tracked by Wall St. Rank held National Fuel Gas as of Q4 2025.

Based on Caerus Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.