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Integrated Wealth Concepts’s National Fuel Gas NFG Stock Holding History

Integrated Wealth Concepts’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 		$895K Buy
+9,526
New +$832K 0.01% 1182
2025
Q4 		– Sell
-5,798
Closed -$536K – 1904
2025
Q3 		$536K Buy
5,798
+2,953
+104% +$257K ﹤0.01% 1297
2025
Q2 		$241K Buy
+2,845
New +$230K ﹤0.01% 1668

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

Integrated Wealth Concepts's NFG Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in National Fuel Gas (NFG) in Q1 2026: 9,526 shares worth $895K. The stake represents 0.01% of the portfolio and ranks #1182 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in NFG as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in NFG in Q2 2025 and has held it in 3 quarters since. 654 funds tracked by Wall St. Rank hold NFG as of Q1 2026.

  • Integrated Wealth Concepts held 9,526 shares of National Fuel Gas worth $895K as of Q1 2026.
  • National Fuel Gas was a new Integrated Wealth Concepts position in Q1 2026.
  • National Fuel Gas made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1182 holding.
  • Integrated Wealth Concepts first reported a position in National Fuel Gas in Q2 2025 and has held it in 3 quarters since.
  • 654 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.