Financial Advocates Investment Management’s National Fuel Gas NFG Stock Holding History

Financial Advocates Investment 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
2025 Q3	–	Sell	-4,760	Closed	-$403K	–	396
2025 Q2	$403K	Buy	4,760 +17	+0.4%	+$1.37K	0.03%	416
2025 Q1	$376K	Buy	4,743 +83	+2%	+$5.97K	0.03%	499
2024 Q4	$283K	Buy	4,660 +556	+14%	+$34.1K	0.02%	609
2024 Q3	$249K	Sell	4,104 -78	-2%	-$4.56K	0.01%	656
2024 Q2	$227K	Buy	4,182 +243	+6%	+$13.3K	0.01%	644
2024 Q1	$212K	Sell	3,939 -468	-11%	-$23.1K	0.01%	703
2023 Q4	$221K	Buy	+4,407	New	+$227K	0.01%	660
2023 Q2	–	Sell	-5,716	Closed	-$330K	–	752
2023 Q1	$330K	Buy	5,716 +846	+17%	+$49K	0.02%	525
2022 Q4	$308K	Sell	4,870 -38	-0.8%	-$2.45K	0.02%	559
2022 Q3	$302K	Buy	+4,908	New	+$338K	0.02%	540

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 $14.8B AUM 32.24% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's NFG Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of National Fuel Gas (NFG) in Q3 2025, closing a stake of 4,760 shares — an estimated $403K sold.

Financial Advocates Investment Management first reported a position in NFG in Q3 2022 and held it in 10 quarters. The position peaked at $403K in Q2 2025. 620 funds tracked by Wall St. Rank hold NFG as of Q3 2025.

Financial Advocates Investment Management reported no remaining National Fuel Gas position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 4,760 National Fuel Gas shares in Q3 2025, an estimated $403K.
Financial Advocates Investment Management first reported a position in National Fuel Gas in Q3 2022 and held it in 10 quarters.
Financial Advocates Investment Management's National Fuel Gas position peaked at $403K in Q2 2025.
620 funds tracked by Wall St. Rank held National Fuel Gas as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.