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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
Q2 		$371K Sell
4,807
-4,719
-50% -$391K ﹤0.01% 1853
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 $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

Integrated Wealth Concepts's NFG Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its National Fuel Gas (NFG) stake by 50% in Q2 2026, selling an estimated $391K and leaving 4,807 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

Integrated Wealth Concepts first reported a position in NFG in Q2 2025 and has held it in 4 quarters since. The position peaked at $895K in Q1 2026. 654 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • Integrated Wealth Concepts held 4,807 shares of National Fuel Gas worth $371K as of Q2 2026.
  • Integrated Wealth Concepts sold 4,719 National Fuel Gas shares in Q2 2026, an estimated $391K.
  • National Fuel Gas made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1853 holding.
  • Integrated Wealth Concepts first reported a position in National Fuel Gas in Q2 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's National Fuel Gas position peaked at $895K in Q1 2026.
  • 654 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.