OF
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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
Q2 		– Sell
-2,334
Closed -$219K – 299
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimize Financial's NFG Position: Q2 2026 in Review

Optimize Financial sold out of National Fuel Gas (NFG) in Q2 2026, closing a stake of 2,334 shares — an estimated $219K sold.

Optimize Financial first reported a position in NFG in Q3 2025 and held it in 3 quarters. The position peaked at $270K in Q3 2025. 653 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • Optimize Financial reported no remaining National Fuel Gas position as of Q2 2026 after selling out during the quarter.
  • Optimize Financial sold 2,334 National Fuel Gas shares in Q2 2026, an estimated $219K.
  • Optimize Financial first reported a position in National Fuel Gas in Q3 2025 and held it in 3 quarters.
  • Optimize Financial's National Fuel Gas position peaked at $270K in Q3 2025.
  • 653 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.