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

IVC 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 		$365K Sell
4,724
-72
-2% -$5.96K 0.14% 113
2026
Q1 		$451K Sell
4,796
-10
-0.2% -$873 0.2% 93
2025
Q4 		$385K Sell
4,806
-71
-1% -$5.85K 0.17% 110
2025
Q3 		$450K Sell
4,877
-100
-2% -$8.72K 0.2% 95
2025
Q2 		$422K Sell
4,977
-505
-9% -$40.8K 0.21% 94
2025
Q1 		$434K Sell
5,482
-91
-2% -$6.54K 0.23% 86
2024
Q4 		$338K Sell
5,573
-27
-0.5% -$1.66K 0.19% 106
2024
Q3 		$339K Sell
5,600
-20
-0.4% -$1.17K 0.19% 109
2024
Q2 		$305K Buy
5,620
+366
+7% +$20.1K 0.17% 119
2024
Q1 		$282K Buy
5,254
+1,080
+26% +$53.4K 0.16% 128
2023
Q4 		$209K Buy
+4,174
New +$215K 0.13% 150
2023
Q1 		– Sell
-3,365
Closed -$213K – 150
2022
Q4 		$213K Hold
3,365
– – 0.16% 141
2022
Q3 		$207K Buy
3,365
+175
+5% +$12.1K 0.17% 135
2022
Q2 		$211K Hold
3,190
– – 0.16% 135
2022
Q1 		$219K Buy
+3,190
New +$202K 0.14% 139

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

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

IVC Wealth Advisors reduced its National Fuel Gas (NFG) stake by 1.5% in Q2 2026, selling an estimated $5.96K and leaving 4,724 shares worth $365K. The position accounts for 0.14% of the portfolio, ranked #113.

IVC Wealth Advisors first reported a position in NFG in Q1 2022 and has held it in 15 quarters since. The position peaked at $451K in Q1 2026. 653 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • IVC Wealth Advisors held 4,724 shares of National Fuel Gas worth $365K as of Q2 2026.
  • IVC Wealth Advisors sold 72 National Fuel Gas shares in Q2 2026, an estimated $5.96K.
  • National Fuel Gas made up 0.14% of IVC Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • IVC Wealth Advisors first reported a position in National Fuel Gas in Q1 2022 and has held it in 15 quarters since.
  • IVC Wealth Advisors's National Fuel Gas position peaked at $451K in Q1 2026.
  • 653 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.