Carson Wealth (CWM LLC)’s National Fuel Gas NFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.72M | Sell |
60,903
-19,391
| -24% | -$1.69M | 0.02% | 747 |
|
|
2025
Q4 | $6.43M | Sell |
80,294
-33,782
| -30% | -$2.78M | 0.02% | 683 |
|
|
2025
Q3 | $10.5M | Buy |
114,076
+47,436
| +71% | +$4.14M | 0.03% | 452 |
|
|
2025
Q2 | $5.64M | Sell |
66,640
-1,141
| -2% | -$92.1K | 0.02% | 550 |
|
|
2025
Q1 | $5.37M | Buy |
67,781
+77
| +0.1% | +$5.54K | 0.02% | 511 |
|
|
2024
Q4 | $4.11M | Sell |
67,704
-2,895
| -4% | -$177K | 0.02% | 524 |
|
|
2024
Q3 | $4.28M | Sell |
70,599
-4,894
| -6% | -$286K | 0.02% | 478 |
|
|
2024
Q2 | $4.09M | Buy |
75,493
+2,159
| +3% | +$118K | 0.02% | 463 |
|
|
2024
Q1 | $3.94M | Sell |
73,334
-10,785
| -13% | -$533K | 0.02% | 461 |
|
|
2023
Q4 | $4.22M | Sell |
84,119
-4,469
| -5% | -$231K | 0.02% | 427 |
|
|
2023
Q3 | $4.6M | Sell |
88,588
-1,962
| -2% | -$103K | 0.03% | 374 |
|
|
2023
Q2 | $4.65M | Buy |
90,550
+279
| +0.3% | +$14.8K | 0.03% | 352 |
|
|
2023
Q1 | $5.21M | Buy |
90,271
+3,524
| +4% | +$204K | 0.04% | 315 |
|
|
2022
Q4 | $5.49M | Buy |
86,747
+1,440
| +2% | +$92.7K | 0.04% | 287 |
|
|
2022
Q3 | $5.25M | Buy |
85,307
+2,534
| +3% | +$175K | 0.04% | 273 |
|
|
2022
Q2 | $5.47M | Buy |
82,773
+5,395
| +7% | +$378K | 0.04% | 279 |
|
|
2022
Q1 | $5.32M | Buy |
77,378
+375
| +0.5% | +$23.7K | 0.04% | 290 |
|
|
2021
Q4 | $4.92M | Buy |
+77,003
| New | +$4.6M | 0.03% | 300 |
|
|
2021
Q2 | $3.93M | Hold |
75,161
| – | – | 0.03% | 316 |
|
|
2021
Q1 | $3.93M | Hold |
75,161
| – | – | 0.03% | 316 |
|
|
2020
Q4 | $3.93M | Hold |
75,161
| – | – | 0.03% | 316 |
|
|
2020
Q3 | $3.93M | Hold |
75,161
| – | – | 0.03% | 316 |
|
|
2020
Q2 | $3.93M | Hold |
75,161
| – | – | 0.03% | 316 |
|
|
2020
Q1 | $3.93M | Hold |
75,161
| – | – | 0.03% | 316 |
|
|
2019
Q4 | $3.93M | Hold |
75,161
| – | – | 0.03% | 316 |
|
|
2019
Q3 | $3.93M | Hold |
75,161
| – | – | 0.03% | 316 |
|
|
2019
Q2 | $3.93M | Hold |
75,161
| – | – | 0.03% | 316 |
|
|
2019
Q1 | $3.93M | Buy |
+75,161
| New | +$4.36M | 0.03% | 316 |
|
|
2018
Q3 | – | Sell |
-19
| Closed | -$1K | – | 1938 |
|
|
2018
Q2 | $1K | Buy |
+19
| New | +$984 | ﹤0.01% | 1556 |
|
|
2018
Q1 | – | Sell |
-27
| Closed | -$1K | – | 1500 |
|
|
2017
Q4 | $1K | Sell |
27
-168
| -86% | -$9.6K | ﹤0.01% | 1377 |
|
|
2017
Q3 | $11K | Buy |
+195
| New | +$11.3K | ﹤0.01% | 866 |
|
|
2017
Q2 | – | Sell |
-18
| Closed | -$1K | – | 1268 |
|
|
2017
Q1 | $1K | Buy |
+18
| New | +$1.06K | ﹤0.01% | 1080 |
|
Other funds holding NFG
VPM
VCM
EIP
GF
GI
Carson Wealth (CWM LLC)'s NFG Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its National Fuel Gas (NFG) stake by 24% in Q1 2026, selling an estimated $1.69M and leaving 60,903 shares worth $5.72M. The position accounts for 0.02% of the portfolio, ranked #747.
Carson Wealth (CWM LLC) first reported a position in NFG in Q1 2017 and has held it in 32 quarters since. The position peaked at $10.5M in Q3 2025. 654 funds tracked by Wall St. Rank hold NFG as of Q1 2026.
- Carson Wealth (CWM LLC) held 60,903 shares of National Fuel Gas worth $5.72M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 19,391 National Fuel Gas shares in Q1 2026, an estimated $1.69M.
- National Fuel Gas made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #747 holding.
- Carson Wealth (CWM LLC) first reported a position in National Fuel Gas in Q1 2017 and has held it in 32 quarters since.
- Carson Wealth (CWM LLC)'s National Fuel Gas position peaked at $10.5M in Q3 2025.
- 654 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.