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Optimize Financial’s National Fuel Gas NFG Stock Holding History

Optimize Financial’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 		$219K Sell
2,334
-626
-21% -$54.7K 0.11% 277
2025
Q4 		$237K Buy
2,960
+40
+1% +$3.3K 0.12% 307
2025
Q3 		$270K Buy
+2,920
New +$255K 0.14% 300

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

Optimize Financial's NFG Position: Q1 2026 in Review

Optimize Financial reduced its National Fuel Gas (NFG) stake by 21% in Q1 2026, selling an estimated $54.7K and leaving 2,334 shares worth $219K. The position accounts for 0.11% of the portfolio, ranked #277.

Optimize Financial first reported a position in NFG in Q3 2025 and has held it in 3 quarters since. The position peaked at $270K in Q3 2025. 654 funds tracked by Wall St. Rank hold NFG as of Q1 2026.

  • Optimize Financial held 2,334 shares of National Fuel Gas worth $219K as of Q1 2026.
  • Optimize Financial sold 626 National Fuel Gas shares in Q1 2026, an estimated $54.7K.
  • National Fuel Gas made up 0.11% of Optimize Financial's portfolio in Q1 2026, its #277 holding.
  • Optimize Financial first reported a position in National Fuel Gas in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's National Fuel Gas position peaked at $270K in Q3 2025.
  • 654 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.