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Heartwood Wealth Advisors’s National Fuel Gas NFG Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-4
Closed -$369 – 462
2025
Q3 		$369 Buy
+4
New +$349 ﹤0.01% 613

Other funds holding NFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Heartwood Wealth Advisors's NFG Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of National Fuel Gas (NFG) in Q4 2025, closing a stake of 4 shares — an estimated $369 sold.

Heartwood Wealth Advisors first reported a position in NFG in Q3 2025 and held it in 1 quarter. The position peaked at $369 in Q3 2025. 618 funds tracked by Wall St. Rank hold NFG as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining National Fuel Gas position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 4 National Fuel Gas shares in Q4 2025, an estimated $369.
  • Heartwood Wealth Advisors first reported a position in National Fuel Gas in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's National Fuel Gas position peaked at $369 in Q3 2025.
  • 618 funds tracked by Wall St. Rank held National Fuel Gas as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.