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Mount Yale Investment Advisors’s National Fuel Gas NFG Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-7
Closed -$593 – 1266
2025
Q2 		$593 Buy
+7
New +$565 ﹤0.01% 1411

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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Yale Investment Advisors's NFG Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of National Fuel Gas (NFG) in Q3 2025, closing a stake of 7 shares — an estimated $593 sold.

Mount Yale Investment Advisors first reported a position in NFG in Q2 2025 and held it in 1 quarter. The position peaked at $593 in Q2 2025. 621 funds tracked by Wall St. Rank hold NFG as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining National Fuel Gas position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 7 National Fuel Gas shares in Q3 2025, an estimated $593.
  • Mount Yale Investment Advisors first reported a position in National Fuel Gas in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's National Fuel Gas position peaked at $593 in Q2 2025.
  • 621 funds tracked by Wall St. Rank held National Fuel Gas as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.