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Fortem Financial Group’s National Fuel Gas NFG Stock Holding History

Fortem Financial Group’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 		$2.4M Buy
31,116
+2,380
+8% +$197K 0.49% 56
2026
Q1 		$2.7M Buy
28,736
+3,568
+14% +$311K 0.68% 46
2025
Q4 		$2.01M Buy
25,168
+381
+2% +$31.4K 0.54% 54
2025
Q3 		$2.29M Buy
24,787
+2,036
+9% +$177K 0.66% 44
2025
Q2 		$1.93M Buy
22,751
+4,901
+27% +$396K 0.62% 48
2025
Q1 		$1.41M Buy
17,850
+2,052
+13% +$148K 0.55% 53
2024
Q4 		$959K Buy
15,798
+716
+5% +$43.9K 0.37% 75
2024
Q3 		$914K Buy
+15,082
New +$882K 0.37% 83

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

Fortem Financial Group's NFG Position: Q2 2026 in Review

Fortem Financial Group increased its National Fuel Gas (NFG) stake by 8.3% in Q2 2026, buying an estimated $197K and bringing the position to 31,116 shares worth $2.4M. The position accounts for 0.49% of the portfolio, ranked #56.

Fortem Financial Group first reported a position in NFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.7M in Q1 2026. 653 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • Fortem Financial Group held 31,116 shares of National Fuel Gas worth $2.4M as of Q2 2026.
  • Fortem Financial Group bought 2,380 National Fuel Gas shares in Q2 2026, an estimated $197K.
  • National Fuel Gas made up 0.49% of Fortem Financial Group's portfolio in Q2 2026, its #56 holding.
  • Fortem Financial Group first reported a position in National Fuel Gas in Q3 2024 and has held it in 8 quarters since.
  • Fortem Financial Group's National Fuel Gas position peaked at $2.7M in Q1 2026.
  • 653 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.