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Mark Sheptoff Financial Planning’s National Fuel Gas NFG Stock Holding History

Mark Sheptoff Financial Planning’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 		$11.6K Hold
150
– – 0.01% 338
2026
Q1 		$12.3K Hold
150
– – 0.01% 322
2025
Q4 		$12K Hold
150
– – 0.01% 333
2025
Q3 		$13.9K Sell
150
-6,022
-98% -$525K 0.01% 314
2025
Q2 		$523K Buy
6,172
+1,747
+39% +$141K 0.28% 55
2025
Q1 		$350K Buy
+4,425
New +$318K 0.19% 67

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

Mark Sheptoff Financial Planning's NFG Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its National Fuel Gas (NFG) position steady in Q2 2026 at 150 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #338.

Mark Sheptoff Financial Planning first reported a position in NFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $523K in Q2 2025. 653 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • Mark Sheptoff Financial Planning held 150 shares of National Fuel Gas worth $11.6K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its National Fuel Gas share count unchanged in Q2 2026.
  • National Fuel Gas made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #338 holding.
  • Mark Sheptoff Financial Planning first reported a position in National Fuel Gas in Q1 2025 and has held it in 6 quarters since.
  • Mark Sheptoff Financial Planning's National Fuel Gas position peaked at $523K in Q2 2025.
  • 653 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.