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Level Financial Advisors’s National Fuel Gas NFG Stock Holding History

Level Financial 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
2024
Q1 		– Sell
-2,157
Closed -$108K – 190
2023
Q4 		$108K Hold
2,157
– – 0.05% 82
2023
Q3 		$112K Hold
2,157
– – 0.06% 75
2023
Q2 		$111K Hold
2,157
– – 0.06% 73
2023
Q1 		$125K Sell
2,157
-18
-0.8% -$1.04K 0.07% 66
2022
Q4 		$138K Buy
2,175
+18
+0.8% +$1.16K 0.09% 59
2022
Q3 		$133K Hold
2,157
– – 0.1% 60
2022
Q2 		$142K Hold
2,157
– – 0.1% 62
2022
Q1 		$148K Hold
2,157
– – 0.11% 50
2021
Q4 		$138K Buy
+2,157
New +$129K 0.11% 54

Other funds holding NFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Level Financial Advisors's NFG Position: Q1 2024 in Review

Level Financial Advisors sold out of National Fuel Gas (NFG) in Q1 2024, closing a stake of 2,157 shares — an estimated $108K sold.

Level Financial Advisors first reported a position in NFG in Q4 2021 and held it in 9 quarters. The position peaked at $148K in Q1 2022. 422 funds tracked by Wall St. Rank hold NFG as of Q1 2024.

  • Level Financial Advisors reported no remaining National Fuel Gas position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 2,157 National Fuel Gas shares in Q1 2024, an estimated $108K.
  • Level Financial Advisors first reported a position in National Fuel Gas in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's National Fuel Gas position peaked at $148K in Q1 2022.
  • 422 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.