Essential Planning’s National Fuel Gas NFG Stock Holding History

Essential Planning’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
2025 Q1	–	Sell	-4,440	Closed	-$272K	–	228
2024 Q4	$272K	Buy	+4,440	New	+$272K	﹤0.01%	294

Other funds holding NFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Essential Planning's NFG Position: Q1 2025 in Review

Essential Planning sold out of National Fuel Gas (NFG) in Q1 2025, closing a stake of 4,440 shares — an estimated $272K sold.

Essential Planning first reported a position in NFG in Q4 2024 and held it in 1 quarter. The position peaked at $272K in Q4 2024. 574 funds tracked by Wall St. Rank hold NFG as of Q1 2025.

Essential Planning reported no remaining National Fuel Gas position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 4,440 National Fuel Gas shares in Q1 2025, an estimated $272K.
Essential Planning first reported a position in National Fuel Gas in Q4 2024 and held it in 1 quarter.
Essential Planning's National Fuel Gas position peaked at $272K in Q4 2024.
574 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.