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

Concurrent 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
2026
Q1 		$755K Sell
8,032
-2,712
-25% -$237K 0.01% 1013
2025
Q4 		$860K Buy
10,744
+5,113
+91% +$421K 0.01% 902
2025
Q3 		$520K Buy
5,631
+461
+9% +$40.2K 0.01% 899
2025
Q2 		$438K Buy
5,170
+1,522
+42% +$123K 0.01% 901
2025
Q1 		$289K Buy
+3,648
New +$262K 0.01% 947

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

Concurrent Investment Advisors's NFG Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its National Fuel Gas (NFG) stake by 25% in Q1 2026, selling an estimated $237K and leaving 8,032 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #1013.

Concurrent Investment Advisors first reported a position in NFG in Q1 2025 and has held it in 5 quarters since. The position peaked at $860K in Q4 2025. 654 funds tracked by Wall St. Rank hold NFG as of Q1 2026.

  • Concurrent Investment Advisors held 8,032 shares of National Fuel Gas worth $755K as of Q1 2026.
  • Concurrent Investment Advisors sold 2,712 National Fuel Gas shares in Q1 2026, an estimated $237K.
  • National Fuel Gas made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1013 holding.
  • Concurrent Investment Advisors first reported a position in National Fuel Gas in Q1 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's National Fuel Gas position peaked at $860K in Q4 2025.
  • 654 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.