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Carmel Capital Partners’s National Fuel Gas NFG Stock Holding History

Carmel Capital 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
2023
Q4 		– Sell
-285
Closed -$14.8K – 498
2023
Q3 		$14.8K Buy
285
+65
+30% +$3.42K 0.01% 393
2023
Q2 		$11.3K Hold
220
– – 0.01% 277
2023
Q1 		$12.7K Buy
+220
New +$12.8K 0.01% 313

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $15.7B AUM 36.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Carmel Capital Partners's NFG Position: Q4 2023 in Review

Carmel Capital Partners sold out of National Fuel Gas (NFG) in Q4 2023, closing a stake of 285 shares — an estimated $14.8K sold.

Carmel Capital Partners first reported a position in NFG in Q1 2023 and held it in 3 quarters. The position peaked at $14.8K in Q3 2023. 426 funds tracked by Wall St. Rank hold NFG as of Q4 2023.

  • Carmel Capital Partners reported no remaining National Fuel Gas position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 285 National Fuel Gas shares in Q4 2023, an estimated $14.8K.
  • Carmel Capital Partners first reported a position in National Fuel Gas in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's National Fuel Gas position peaked at $14.8K in Q3 2023.
  • 426 funds tracked by Wall St. Rank held National Fuel Gas as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.