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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Mark Sheptoff Financial Planning's NFG Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its National Fuel Gas (NFG) position steady in Q1 2026 at 150 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #322.

Mark Sheptoff Financial Planning first reported a position in NFG in Q1 2025 and has held it in 5 quarters since. The position peaked at $523K in Q2 2025. 654 funds tracked by Wall St. Rank hold NFG as of Q1 2026.

  • Mark Sheptoff Financial Planning held 150 shares of National Fuel Gas worth $12.3K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its National Fuel Gas share count unchanged in Q1 2026.
  • National Fuel Gas made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #322 holding.
  • Mark Sheptoff Financial Planning first reported a position in National Fuel Gas in Q1 2025 and has held it in 5 quarters since.
  • Mark Sheptoff Financial Planning's National Fuel Gas position peaked at $523K in Q2 2025.
  • 654 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.