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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
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 $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

Peak Retirement Planning's NFG Position: Q1 2026 in Review

Peak Retirement Planning held its National Fuel Gas (NFG) position steady in Q1 2026 at 5,064 shares worth $476K. The position accounts for 0.09% of the portfolio, ranked #99.

Peak Retirement Planning first reported a position in NFG in Q3 2025 and has held it in 3 quarters since. 654 funds tracked by Wall St. Rank hold NFG as of Q1 2026.

  • Peak Retirement Planning held 5,064 shares of National Fuel Gas worth $476K as of Q1 2026.
  • Peak Retirement Planning left its National Fuel Gas share count unchanged in Q1 2026.
  • National Fuel Gas made up 0.09% of Peak Retirement Planning's portfolio in Q1 2026, its #99 holding.
  • Peak Retirement Planning first reported a position in National Fuel Gas in Q3 2025 and has held it in 3 quarters since.
  • 654 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2026.

Based on Peak Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.