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EP Wealth Advisors’s National Fuel Gas NFG Stock Holding History

EP Wealth 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 		$680K Buy
8,808
+1,469
+20% +$122K ﹤0.01% 890
2026
Q1 		$690K Buy
7,339
+729
+11% +$63.6K ﹤0.01% 773
2025
Q4 		$529K Buy
+6,610
New +$545K ﹤0.01% 856
2025
Q2 		$665K Sell
7,849
-492
-6% -$39.7K ﹤0.01% 673
2025
Q1 		$661K Buy
8,341
+290
+4% +$20.9K 0.01% 612
2024
Q4 		$489K Buy
8,051
+2,415
+43% +$148K ﹤0.01% 702
2024
Q3 		$342K Buy
+5,636
New +$330K ﹤0.01% 808

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 $3.37T 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
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

EP Wealth Advisors's NFG Position: Q2 2026 in Review

EP Wealth Advisors increased its National Fuel Gas (NFG) stake by 20% in Q2 2026, buying an estimated $122K and bringing the position to 8,808 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

EP Wealth Advisors first reported a position in NFG in Q3 2024 and has held it in 7 quarters since. The position peaked at $690K in Q1 2026. 653 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • EP Wealth Advisors held 8,808 shares of National Fuel Gas worth $680K as of Q2 2026.
  • EP Wealth Advisors bought 1,469 National Fuel Gas shares in Q2 2026, an estimated $122K.
  • National Fuel Gas made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #890 holding.
  • EP Wealth Advisors first reported a position in National Fuel Gas in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's National Fuel Gas position peaked at $690K in Q1 2026.
  • 653 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.