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Karpas Strategies’s National Fuel Gas NFG Stock Holding History

Karpas Strategies’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
2023
Q1 		– Sell
-3,408
Closed -$216K – 122
2022
Q4 		$216K Buy
3,408
+2
+0.1% +$129 0.08% 109
2022
Q3 		$210K Buy
3,406
+2
+0.1% +$138 0.08% 108
2022
Q2 		$225K Buy
3,404
+2
+0.1% +$140 0.08% 107
2022
Q1 		$234K Buy
3,402
+2
+0.1% +$127 0.07% 116
2021
Q4 		$217K Buy
+3,400
New +$203K 0.07% 119
2019
Q2 		– Sell
-3,400
Closed -$207K – 125
2019
Q1 		$207K Buy
+3,400
New +$197K 0.09% 115
2017
Q2 		– Sell
-3,400
Closed -$203K – 122
2017
Q1 		$203K Buy
+3,400
New +$200K 0.09% 113
2014
Q3 		– Sell
-2,800
Closed -$219K – 119
2014
Q2 		$219K Buy
+2,800
New +$206K 0.11% 110

Other funds holding NFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Karpas Strategies's NFG Position: Q1 2023 in Review

Karpas Strategies sold out of National Fuel Gas (NFG) in Q1 2023, closing a stake of 3,408 shares — an estimated $216K sold.

Karpas Strategies first reported a position in NFG in Q2 2014 and held it in 8 quarters. The position peaked at $234K in Q1 2022. 432 funds tracked by Wall St. Rank hold NFG as of Q1 2023.

  • Karpas Strategies reported no remaining National Fuel Gas position as of Q1 2023 after selling out during the quarter.
  • Karpas Strategies sold 3,408 National Fuel Gas shares in Q1 2023, an estimated $216K.
  • Karpas Strategies first reported a position in National Fuel Gas in Q2 2014 and held it in 8 quarters.
  • Karpas Strategies's National Fuel Gas position peaked at $234K in Q1 2022.
  • 432 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2023.

Based on Karpas Strategies's 13F filing for Q1 2023, filed 2 May 2023.