LRI Investments’s National Fuel Gas NFG Stock Holding History

LRI Investments’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	$9.34K	Sell	121 -381	-76%	-$31.5K	﹤0.01%	970
2026 Q1	$47.2K	Hold	502	–	–	﹤0.01%	524
2025 Q4	$40.2K	Hold	502	–	–	﹤0.01%	581
2025 Q3	$46.4K	Hold	502	–	–	﹤0.01%	574
2025 Q2	$42.5K	Sell	502 -314	-38%	-$25.3K	﹤0.01%	578
2025 Q1	$64.6K	Hold	816	–	–	0.01%	498
2024 Q4	$49.5K	Hold	816	–	–	﹤0.01%	526
2024 Q3	$49.3K	Hold	816	–	–	﹤0.01%	509
2024 Q2	$44.2K	Buy	+816	New	+$44.7K	0.01%	489

Other funds holding NFG

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

YIH

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

LRI Investments's NFG Position: Q2 2026 in Review

LRI Investments reduced its National Fuel Gas (NFG) stake by 76% in Q2 2026, selling an estimated $31.5K and leaving 121 shares worth $9.34K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

LRI Investments first reported a position in NFG in Q2 2024 and has held it in 9 quarters since. The position peaked at $64.6K in Q1 2025. 96 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

LRI Investments held 121 shares of National Fuel Gas worth $9.34K as of Q2 2026.
LRI Investments sold 381 National Fuel Gas shares in Q2 2026, an estimated $31.5K.
National Fuel Gas made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #970 holding.
LRI Investments first reported a position in National Fuel Gas in Q2 2024 and has held it in 9 quarters since.
LRI Investments's National Fuel Gas position peaked at $64.6K in Q1 2025.
96 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.