Confluence Wealth Services’s National Fuel Gas NFG Stock Holding History

Confluence Wealth Services’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	$432K	Buy	5,590 +1,115	+25%	+$92.3K	0.01%	355
2026 Q1	$420K	Sell	4,475 -5	-0.1%	-$437	0.02%	286
2025 Q4	$359K	Sell	4,480 -165	-4%	-$13.6K	0.01%	295
2025 Q3	$429K	Sell	4,645 -686	-13%	-$59.8K	0.02%	268
2025 Q2	$452K	Buy	5,331 +685	+15%	+$55.3K	0.02%	256
2025 Q1	$361K	Sell	4,646 -1	-0%	-$72	0.02%	271
2024 Q4	$323K	Buy	+4,647	New	+$285K	0.02%	267
2023 Q4	–	Sell	-3,978	Closed	-$206K	–	299
2023 Q3	$206K	Buy	+3,978	New	+$209K	0.04%	251
2022 Q3	–	Sell	-3,923	Closed	-$278K	–	252
2022 Q2	$278K	Buy	+3,923	New	+$275K	0.12%	206
2022 Q1	–	Sell	-1,544	Closed	-$98K	–	831
2021 Q4	$98K	Buy	+1,544	New	+$92.2K	0.03%	341

Other funds holding NFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Confluence Wealth Services's NFG Position: Q2 2026 in Review

Confluence Wealth Services increased its National Fuel Gas (NFG) stake by 25% in Q2 2026, buying an estimated $92.3K and bringing the position to 5,590 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #355.

Confluence Wealth Services first reported a position in NFG in Q4 2021 and has held it in 10 quarters since. The position peaked at $452K in Q2 2025. 650 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

Confluence Wealth Services held 5,590 shares of National Fuel Gas worth $432K as of Q2 2026.
Confluence Wealth Services bought 1,115 National Fuel Gas shares in Q2 2026, an estimated $92.3K.
National Fuel Gas made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #355 holding.
Confluence Wealth Services first reported a position in National Fuel Gas in Q4 2021 and has held it in 10 quarters since.
Confluence Wealth Services's National Fuel Gas position peaked at $452K in Q2 2025.
650 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.