Herold Advisors’s National Fuel Gas NFG Stock Holding History

Herold 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
2026 Q3	$329K	Buy	4,343 +150	+4%	+$12.2K	0.06%	212
2026 Q2	$324K	Sell	4,193 -107	-2%	-$8.86K	0.06%	218
2026 Q1	$404K	Buy	4,300 +200	+5%	+$17.5K	0.09%	189
2025 Q4	$328K	Hold	4,100	–	–	0.07%	197
2025 Q3	$379K	Hold	4,100	–	–	0.09%	181
2025 Q2	$347K	Hold	4,100	–	–	0.07%	217
2025 Q1	$325K	Buy	4,100 +200	+5%	+$14.4K	0.07%	210
2024 Q4	$237K	Hold	3,900	–	–	0.05%	249
2024 Q3	$236K	Hold	3,900	–	–	0.05%	244
2024 Q2	$211K	Hold	3,900	–	–	0.05%	244
2024 Q1	$210K	Buy	+3,900	New	+$193K	0.05%	250
2023 Q4	–	Sell	-3,900	Closed	-$202K	–	261
2023 Q3	$202K	Hold	3,900	–	–	0.06%	234
2023 Q2	$200K	Hold	3,900	–	–	0.06%	232
2023 Q1	$225K	Hold	3,900	–	–	0.08%	209
2022 Q4	$247K	Hold	3,900	–	–	0.1%	179
2022 Q3	$240K	Buy	3,900 +250	+7%	+$17.2K	0.12%	165
2022 Q2	$241K	Hold	3,650	–	–	0.11%	174
2022 Q1	$251K	Hold	3,650	–	–	0.09%	181
2021 Q4	$233K	Buy	3,650 +500	+16%	+$29.9K	0.09%	181
2021 Q3	$165K	Buy	+3,150	New	+$163K	0.06%	222

Other funds holding NFG

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Herold Advisors's NFG Position: Q3 2026 in Review

Herold Advisors increased its National Fuel Gas (NFG) stake by 3.6% in Q3 2026, buying an estimated $12.2K and bringing the position to 4,343 shares worth $329K. The position accounts for 0.06% of the portfolio, ranked #212.

Herold Advisors first reported a position in NFG in Q3 2021 and has held it in 20 quarters since. The position peaked at $404K in Q1 2026. 91 funds tracked by Wall St. Rank hold NFG as of Q3 2026.

Herold Advisors held 4,343 shares of National Fuel Gas worth $329K as of Q3 2026.
Herold Advisors bought 150 National Fuel Gas shares in Q3 2026, an estimated $12.2K.
National Fuel Gas made up 0.06% of Herold Advisors's portfolio in Q3 2026, its #212 holding.
Herold Advisors first reported a position in National Fuel Gas in Q3 2021 and has held it in 20 quarters since.
Herold Advisors's National Fuel Gas position peaked at $404K in Q1 2026.
91 funds tracked by Wall St. Rank held National Fuel Gas as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.