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Mount Yale Investment Advisors’s Northern Oil and Gas NOG Stock Holding History

Mount Yale Investment Advisors’s Portfolio NOG Stock Details NOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$422K Buy
+14,423
New +$373K 0.01% 771
2025
Q3 		– Sell
-12,843
Closed -$364K – 1273
2025
Q2 		$364K Buy
12,843
+2,799
+28% +$75.3K 0.03% 412
2025
Q1 		$304K Sell
10,044
-96
-0.9% -$3.29K 0.03% 432
2024
Q4 		$377K Buy
10,140
+26
+0.3% +$1.02K 0.03% 392
2024
Q3 		$358K Buy
10,114
+777
+8% +$29.6K 0.03% 389
2024
Q2 		$347K Sell
9,337
-131
-1% -$5.25K 0.03% 404
2024
Q1 		$376K Buy
9,468
+7
+0.1% +$248 0.03% 406
2023
Q4 		$351K Sell
9,461
-1,064
-10% -$40.2K 0.03% 383
2023
Q3 		$423K Sell
10,525
-283
-3% -$11.2K 0.05% 329
2023
Q2 		$371K Sell
10,808
-48
-0.4% -$1.55K 0.04% 352
2023
Q1 		$329K Sell
10,856
-253
-2% -$7.88K 0.04% 364
2022
Q4 		$342K Sell
11,109
-100
-0.9% -$3.37K 0.04% 338
2022
Q3 		$307K Sell
11,209
-177
-2% -$5K 0.04% 341
2022
Q2 		$288K Sell
11,386
-2,083
-15% -$60.5K 0.04% 361
2022
Q1 		$380K Buy
13,469
+1,706
+15% +$41.9K 0.04% 329
2021
Q4 		$242K Sell
11,763
-3,539
-23% -$79.1K 0.03% 417
2021
Q3 		$327K Buy
15,302
+4,901
+47% +$85.6K 0.04% 340
2021
Q2 		$216K Buy
+10,401
New +$170K 0.03% 398

Other funds holding NOG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mount Yale Investment Advisors's NOG Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Northern Oil and Gas (NOG) in Q1 2026: 14,423 shares worth $422K. The stake represents 0.01% of the portfolio and ranks #771 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in NOG as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in NOG in Q2 2021 and has held it in 18 quarters since. The position peaked at $423K in Q3 2023. 359 funds tracked by Wall St. Rank hold NOG as of Q1 2026.

  • Mount Yale Investment Advisors held 14,423 shares of Northern Oil and Gas worth $422K as of Q1 2026.
  • Northern Oil and Gas was a new Mount Yale Investment Advisors position in Q1 2026.
  • Northern Oil and Gas made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #771 holding.
  • Mount Yale Investment Advisors first reported a position in Northern Oil and Gas in Q2 2021 and has held it in 18 quarters since.
  • Mount Yale Investment Advisors's Northern Oil and Gas position peaked at $423K in Q3 2023.
  • 359 funds tracked by Wall St. Rank held Northern Oil and Gas as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.