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Clearstead Trust’s National Fuel Gas NFG Stock Holding History

Clearstead Trust’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
-38
Closed -$3.51K – 1348
2025
Q3 		$3.51K Buy
+38
New +$3.31K ﹤0.01% 841
2023
Q4 		– Sell
-101
Closed -$5.24K – 453
2023
Q3 		$5.24K Buy
+101
New +$5.32K ﹤0.01% 380

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 $15.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Clearstead Trust's NFG Position: Q4 2025 in Review

Clearstead Trust sold out of National Fuel Gas (NFG) in Q4 2025, closing a stake of 38 shares — an estimated $3.51K sold.

Clearstead Trust first reported a position in NFG in Q3 2023 and held it in 2 quarters. The position peaked at $5.24K in Q3 2023. 621 funds tracked by Wall St. Rank hold NFG as of Q4 2025.

  • Clearstead Trust reported no remaining National Fuel Gas position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 38 National Fuel Gas shares in Q4 2025, an estimated $3.51K.
  • Clearstead Trust first reported a position in National Fuel Gas in Q3 2023 and held it in 2 quarters.
  • Clearstead Trust's National Fuel Gas position peaked at $5.24K in Q3 2023.
  • 621 funds tracked by Wall St. Rank held National Fuel Gas as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.