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Peak Retirement Planning’s National Fuel Gas NFG Stock Holding History

Peak Retirement Planning’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 		$391K Sell
5,063
-1
-0% -$83 0.06% 117
2026
Q1 		$476K Hold
5,064
– – 0.09% 99
2025
Q4 		$405K Buy
5,064
+32
+0.6% +$2.64K 0.09% 105
2025
Q3 		$465K Buy
+5,032
New +$439K 0.13% 95

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 $3.38T AUM 44.17% 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

Peak Retirement Planning's NFG Position: Q2 2026 in Review

Peak Retirement Planning reduced its National Fuel Gas (NFG) stake by 0.02% in Q2 2026, selling an estimated $83 and leaving 5,063 shares worth $391K. The position accounts for 0.06% of the portfolio, ranked #117.

Peak Retirement Planning first reported a position in NFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $476K in Q1 2026. 654 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • Peak Retirement Planning held 5,063 shares of National Fuel Gas worth $391K as of Q2 2026.
  • Peak Retirement Planning sold 1 National Fuel Gas share in Q2 2026, an estimated $83.
  • National Fuel Gas made up 0.06% of Peak Retirement Planning's portfolio in Q2 2026, its #117 holding.
  • Peak Retirement Planning first reported a position in National Fuel Gas in Q3 2025 and has held it in 4 quarters since.
  • Peak Retirement Planning's National Fuel Gas position peaked at $476K in Q1 2026.
  • 654 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.