MAM
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Milestone Asset Management’s National Fuel Gas NFG Stock Holding History

Milestone Asset Management’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 		– Sell
-15,175
Closed -$1.43M – 282
2026
Q1 		$1.43M Buy
+15,175
New +$1.32M 0.26% 94

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

Milestone Asset Management's NFG Position: Q2 2026 in Review

Milestone Asset Management sold out of National Fuel Gas (NFG) in Q2 2026, closing a stake of 15,175 shares — an estimated $1.43M sold.

Milestone Asset Management first reported a position in NFG in Q1 2026 and held it in 1 quarter. The position peaked at $1.43M in Q1 2026. 96 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • Milestone Asset Management reported no remaining National Fuel Gas position as of Q2 2026 after selling out during the quarter.
  • Milestone Asset Management sold 15,175 National Fuel Gas shares in Q2 2026, an estimated $1.43M.
  • Milestone Asset Management first reported a position in National Fuel Gas in Q1 2026 and held it in 1 quarter.
  • Milestone Asset Management's National Fuel Gas position peaked at $1.43M in Q1 2026.
  • 96 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.