KWMG LLC’s National Fuel Gas NFG Stock Holding History

KWMG LLC’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	$7.62M	Buy	98,705 +1,473	+2%	+$122K	0.55%	59
2026 Q1	$9.14M	Buy	97,232 +1,386	+1%	+$121K	0.76%	41
2025 Q4	$7.67M	Sell	95,846 -989	-1%	-$81.5K	0.66%	51
2025 Q3	$8.94M	Sell	96,835 -514	-0.5%	-$44.8K	0.78%	39
2025 Q2	$8.25M	Sell	97,349 -3,961	-4%	-$320K	0.77%	38
2025 Q1	$8.02M	Sell	101,310 -3,157	-3%	-$227K	0.82%	35
2024 Q4	$6.34M	Buy	104,467 +688	+0.7%	+$42.2K	0.65%	58
2024 Q3	$6.29M	Buy	103,779 +755	+0.7%	+$44.1K	0.63%	60
2024 Q2	$5.58M	Buy	103,024 +6,894	+7%	+$378K	0.6%	60
2024 Q1	$5.16M	Buy	96,130 +4,046	+4%	+$200K	0.57%	71
2023 Q4	$4.62M	Buy	92,084 +2,621	+3%	+$135K	0.54%	70
2023 Q3	$4.64M	Buy	89,463 +4,223	+5%	+$222K	0.58%	63
2023 Q2	$4.38M	Buy	85,240 +7,518	+10%	+$400K	0.54%	70
2023 Q1	$4.49M	Buy	77,722 +2,732	+4%	+$158K	0.61%	56
2022 Q4	$4.75M	Buy	74,990 +855	+1%	+$55K	0.67%	49
2022 Q3	$4.56M	Buy	74,135 +1,644	+2%	+$113K	0.7%	44
2022 Q2	$4.79M	Sell	72,491 -826	-1%	-$57.9K	0.72%	37
2022 Q1	$5.04M	Buy	73,317 +2,490	+4%	+$158K	0.69%	44
2021 Q4	$4.53M	Buy	70,827 +2,478	+4%	+$148K	0.61%	57
2021 Q3	$3.59M	Buy	68,349 +3,992	+6%	+$207K	0.52%	71
2021 Q2	$3.35M	Buy	64,357 +3,107	+5%	+$161K	0.5%	73
2021 Q1	$3.06M	Buy	61,250 +4,149	+7%	+$188K	0.49%	79
2020 Q4	$2.35M	Buy	57,101 +2,916	+5%	+$121K	0.42%	85
2020 Q3	$2.2M	Buy	54,185 +2,819	+5%	+$120K	0.44%	79
2020 Q2	$2.15M	Buy	51,366 +6,394	+14%	+$261K	0.47%	74
2020 Q1	$1.68M	Buy	44,972 +2,203	+5%	+$90.3K	0.45%	71
2019 Q4	$1.99M	Sell	42,769 -1,337	-3%	-$61K	0.44%	72
2019 Q3	$2.07M	Buy	44,106 +1,888	+4%	+$91.7K	0.5%	64
2019 Q2	$2.23M	Buy	42,218 +2,014	+5%	+$115K	0.54%	60
2019 Q1	$2.45M	Buy	40,204 +1,586	+4%	+$92.1K	0.61%	48
2018 Q4	$1.98M	Buy	+38,618	New	+$2.12M	0.54%	60

Other funds holding NFG

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return