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

IBEX 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
2026
Q1 		$8.86M Buy
94,273
+6,719
+8% +$587K 0.82% 40
2025
Q4 		$7.01M Buy
87,554
+1,034
+1% +$85.2K 0.69% 52
2025
Q3 		$7.99M Buy
86,520
+1,141
+1% +$99.5K 0.77% 36
2025
Q2 		$7.23M Buy
85,379
+3,194
+4% +$258K 0.77% 40
2025
Q1 		$6.51M Buy
82,185
+722
+0.9% +$51.9K 0.86% 40
2024
Q4 		$4.94M Buy
+81,463
New +$4.99M 0.58% 55

Other funds holding NFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

IBEX Wealth Advisors's NFG Position: Q1 2026 in Review

IBEX Wealth Advisors increased its National Fuel Gas (NFG) stake by 7.7% in Q1 2026, buying an estimated $587K and bringing the position to 94,273 shares worth $8.86M. The position accounts for 0.82% of the portfolio, ranked #40.

IBEX Wealth Advisors first reported a position in NFG in Q4 2024 and has held it in 6 quarters since. 654 funds tracked by Wall St. Rank hold NFG as of Q1 2026.

  • IBEX Wealth Advisors held 94,273 shares of National Fuel Gas worth $8.86M as of Q1 2026.
  • IBEX Wealth Advisors bought 6,719 National Fuel Gas shares in Q1 2026, an estimated $587K.
  • National Fuel Gas made up 0.82% of IBEX Wealth Advisors's portfolio in Q1 2026, its #40 holding.
  • IBEX Wealth Advisors first reported a position in National Fuel Gas in Q4 2024 and has held it in 6 quarters since.
  • 654 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.