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Heritage Oak Wealth Advisors’s National Fuel Gas NFG Stock Holding History

Heritage Oak 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
2024
Q4 		– Sell
-4,251
Closed -$258K – 143
2024
Q3 		$258K Buy
+4,251
New +$249K 0.12% 120

Other funds holding NFG

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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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
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

Heritage Oak Wealth Advisors's NFG Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of National Fuel Gas (NFG) in Q4 2024, closing a stake of 4,251 shares — an estimated $258K sold.

Heritage Oak Wealth Advisors first reported a position in NFG in Q3 2024 and held it in 1 quarter. The position peaked at $258K in Q3 2024. 493 funds tracked by Wall St. Rank hold NFG as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining National Fuel Gas position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 4,251 National Fuel Gas shares in Q4 2024, an estimated $258K.
  • Heritage Oak Wealth Advisors first reported a position in National Fuel Gas in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's National Fuel Gas position peaked at $258K in Q3 2024.
  • 493 funds tracked by Wall St. Rank held National Fuel Gas as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.