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GeoWealth Management’s National Fuel Gas NFG Stock Holding History

GeoWealth 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
Q1 		– Sell
-184
Closed -$11.2K – 1541
2024
Q4 		$11.2K Buy
184
+3
+2% +$184 ﹤0.01% 1473
2024
Q3 		$11K Buy
+181
New +$10.6K ﹤0.01% 1359

Other funds holding NFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GF
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
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GeoWealth Management's NFG Position: Q1 2025 in Review

GeoWealth Management sold out of National Fuel Gas (NFG) in Q1 2025, closing a stake of 184 shares — an estimated $11.2K sold.

GeoWealth Management first reported a position in NFG in Q3 2024 and held it in 2 quarters. The position peaked at $11.2K in Q4 2024. 575 funds tracked by Wall St. Rank hold NFG as of Q1 2025.

  • GeoWealth Management reported no remaining National Fuel Gas position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 184 National Fuel Gas shares in Q1 2025, an estimated $11.2K.
  • GeoWealth Management first reported a position in National Fuel Gas in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's National Fuel Gas position peaked at $11.2K in Q4 2024.
  • 575 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.