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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
Q2 		$7.5M Buy
97,141
+2,868
+3% +$237K 0.59% 58
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IBEX Wealth Advisors's NFG Position: Q2 2026 in Review

IBEX Wealth Advisors increased its National Fuel Gas (NFG) stake by 3% in Q2 2026, buying an estimated $237K and bringing the position to 97,141 shares worth $7.5M. The position accounts for 0.59% of the portfolio, ranked #58.

IBEX Wealth Advisors first reported a position in NFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.86M in Q1 2026. 653 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • IBEX Wealth Advisors held 97,141 shares of National Fuel Gas worth $7.5M as of Q2 2026.
  • IBEX Wealth Advisors bought 2,868 National Fuel Gas shares in Q2 2026, an estimated $237K.
  • National Fuel Gas made up 0.59% of IBEX Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • IBEX Wealth Advisors first reported a position in National Fuel Gas in Q4 2024 and has held it in 7 quarters since.
  • IBEX Wealth Advisors's National Fuel Gas position peaked at $8.86M in Q1 2026.
  • 653 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.