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Independent Solutions Wealth Management’s National Fuel Gas NFG Stock Holding History

Independent Solutions Wealth Management’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 		$1.14M Sell
14,773
-73
-0.5% -$6.04K 0.15% 124
2026
Q1 		$1.39M Buy
14,846
+1
+0% +$87 0.21% 107
2025
Q4 		$1.19M Buy
14,845
+4
+0% +$330 0.22% 105
2025
Q3 		$1.37M Sell
14,841
-74
-0.5% -$6.45K 0.24% 101
2025
Q2 		$1.26M Buy
14,915
+11
+0.1% +$888 0.25% 101
2025
Q1 		$1.18M Sell
14,904
-1,258
-8% -$90.5K 0.26% 101
2024
Q4 		$981K Buy
16,162
+8
+0% +$490 0.21% 109
2024
Q3 		$979K Sell
16,154
-390
-2% -$22.8K 0.22% 98
2024
Q2 		$897K Sell
16,544
-785
-5% -$43K 0.21% 103
2024
Q1 		$931K Sell
17,329
-120
-0.7% -$5.93K 0.22% 100
2023
Q4 		$875K Sell
17,449
-1,053
-6% -$54.3K 0.22% 104
2023
Q3 		$960K Sell
18,502
-1,625
-8% -$85.6K 0.25% 94
2023
Q2 		$1.03M Sell
20,127
-1,807
-8% -$96.1K 0.26% 88
2023
Q1 		$1.27M Sell
21,934
-937
-4% -$54.3K 0.37% 65
2022
Q4 		$1.45M Sell
22,871
-170
-0.7% -$10.9K 0.44% 57
2022
Q3 		$1.42M Buy
23,041
+272
+1% +$18.8K 0.47% 55
2022
Q2 		$1.5M Buy
22,769
+983
+5% +$69K 0.47% 57
2022
Q1 		$1.5M Sell
21,786
-1,258
-5% -$79.6K 0.35% 66
2021
Q4 		$1.47M Buy
23,044
+350
+2% +$20.9K 0.35% 78
2021
Q3 		$1.19M Sell
22,694
-400
-2% -$20.7K 0.3% 83
2021
Q2 		$1.21M Buy
23,094
+1,554
+7% +$80.6K 0.29% 85
2021
Q1 		$1.08M Buy
21,540
+3,105
+17% +$141K 0.3% 77
2020
Q4 		$758K Buy
18,435
+4,464
+32% +$186K 0.24% 84
2020
Q3 		$567K Buy
13,971
+6,246
+81% +$266K 0.22% 89
2020
Q2 		$324K Buy
+7,725
New +$315K 0.14% 115

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

Independent Solutions Wealth Management's NFG Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its National Fuel Gas (NFG) stake by 0.49% in Q2 2026, selling an estimated $6.04K and leaving 14,773 shares worth $1.14M. The position accounts for 0.15% of the portfolio, ranked #124.

Independent Solutions Wealth Management first reported a position in NFG in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.5M in Q2 2022. 653 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • Independent Solutions Wealth Management held 14,773 shares of National Fuel Gas worth $1.14M as of Q2 2026.
  • Independent Solutions Wealth Management sold 73 National Fuel Gas shares in Q2 2026, an estimated $6.04K.
  • National Fuel Gas made up 0.15% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Independent Solutions Wealth Management first reported a position in National Fuel Gas in Q2 2020 and has held it in 25 quarters since.
  • Independent Solutions Wealth Management's National Fuel Gas position peaked at $1.5M in Q2 2022.
  • 653 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.