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Donaldson Capital Management’s National Fuel Gas NFG Stock Holding History

Donaldson Capital Management’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
2023
Q1 		– Sell
-8,100
Closed -$513K – 228
2022
Q4 		$513K Hold
8,100
– – 0.03% 150
2022
Q3 		$499K Buy
8,100
+600
+8% +$41.4K 0.03% 151
2022
Q2 		$495K Buy
7,500
+1,100
+17% +$77.2K 0.03% 162
2022
Q1 		$440K Buy
+6,400
New +$405K 0.02% 188

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Donaldson Capital Management's NFG Position: Q1 2023 in Review

Donaldson Capital Management sold out of National Fuel Gas (NFG) in Q1 2023, closing a stake of 8,100 shares — an estimated $513K sold.

Donaldson Capital Management first reported a position in NFG in Q1 2022 and held it in 4 quarters. The position peaked at $513K in Q4 2022. 432 funds tracked by Wall St. Rank hold NFG as of Q1 2023.

  • Donaldson Capital Management reported no remaining National Fuel Gas position as of Q1 2023 after selling out during the quarter.
  • Donaldson Capital Management sold 8,100 National Fuel Gas shares in Q1 2023, an estimated $513K.
  • Donaldson Capital Management first reported a position in National Fuel Gas in Q1 2022 and held it in 4 quarters.
  • Donaldson Capital Management's National Fuel Gas position peaked at $513K in Q4 2022.
  • 432 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2023.

Based on Donaldson Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.