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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
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 $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

EP Wealth Advisors's NFG Position: Q1 2026 in Review

EP Wealth Advisors increased its National Fuel Gas (NFG) stake by 11% in Q1 2026, buying an estimated $63.6K and bringing the position to 7,339 shares worth $690K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

EP Wealth Advisors first reported a position in NFG in Q3 2024 and has held it in 6 quarters since. 654 funds tracked by Wall St. Rank hold NFG as of Q1 2026.

  • EP Wealth Advisors held 7,339 shares of National Fuel Gas worth $690K as of Q1 2026.
  • EP Wealth Advisors bought 729 National Fuel Gas shares in Q1 2026, an estimated $63.6K.
  • National Fuel Gas made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #773 holding.
  • EP Wealth Advisors first reported a position in National Fuel Gas in Q3 2024 and has held it in 6 quarters since.
  • 654 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.