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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
Q2 		$628K Buy
8,133
+101
+1% +$8.36K 0.01% 1273
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concurrent Investment Advisors's NFG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its National Fuel Gas (NFG) stake by 1.3% in Q2 2026, buying an estimated $8.36K and bringing the position to 8,133 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #1273.

Concurrent Investment Advisors first reported a position in NFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $860K in Q4 2025. 654 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • Concurrent Investment Advisors held 8,133 shares of National Fuel Gas worth $628K as of Q2 2026.
  • Concurrent Investment Advisors bought 101 National Fuel Gas shares in Q2 2026, an estimated $8.36K.
  • National Fuel Gas made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1273 holding.
  • Concurrent Investment Advisors first reported a position in National Fuel Gas in Q1 2025 and has held it in 6 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 Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.