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Cape Investment Advisory’s National Fuel Gas NFG Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-25
Closed -$2K – 840
2025
Q4 		$2K Buy
+25
New +$2.06K ﹤0.01% 1105

Other funds holding NFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Cape Investment Advisory's NFG Position: Q1 2026 in Review

Cape Investment Advisory sold out of National Fuel Gas (NFG) in Q1 2026, closing a stake of 25 shares — an estimated $2K sold.

Cape Investment Advisory first reported a position in NFG in Q4 2025 and held it in 1 quarter. The position peaked at $2K in Q4 2025. 654 funds tracked by Wall St. Rank hold NFG as of Q1 2026.

  • Cape Investment Advisory reported no remaining National Fuel Gas position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 25 National Fuel Gas shares in Q1 2026, an estimated $2K.
  • Cape Investment Advisory first reported a position in National Fuel Gas in Q4 2025 and held it in 1 quarter.
  • Cape Investment Advisory's National Fuel Gas position peaked at $2K in Q4 2025.
  • 654 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.