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Phoenix Wealth Advisors’s National Fuel Gas NFG Stock Holding History

Phoenix Wealth Advisors’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 		$782K Sell
8,324
-247
-3% -$21.6K 0.31% 63
2025
Q4 		$686K Sell
8,571
-138
-2% -$11.4K 0.26% 66
2025
Q3 		$804K Sell
8,709
-84
-1% -$7.32K 0.31% 64
2025
Q2 		$745K Sell
8,793
-3
-0% -$242 0.31% 65
2025
Q1 		$697K Buy
8,796
+31
+0.4% +$2.23K 0.3% 65
2024
Q4 		$532K Sell
8,765
-171
-2% -$10.5K 0.23% 74
2024
Q3 		$542K Buy
8,936
+94
+1% +$5.5K 0.25% 70
2024
Q2 		$479K Buy
8,842
+52
+0.6% +$2.85K 0.24% 75
2024
Q1 		$472K Sell
8,790
-102
-1% -$5.04K 0.29% 68
2023
Q4 		$452K Buy
8,892
+2
+0% +$103 0.31% 56
2023
Q3 		$461K Buy
8,890
+80
+0.9% +$4.21K 0.27% 48
2023
Q2 		$452K Buy
+8,810
New +$468K 0.26% 52

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

Phoenix Wealth Advisors's NFG Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its National Fuel Gas (NFG) stake by 2.9% in Q1 2026, selling an estimated $21.6K and leaving 8,324 shares worth $782K. The position accounts for 0.31% of the portfolio, ranked #63.

Phoenix Wealth Advisors first reported a position in NFG in Q2 2023 and has held it in 12 quarters since. The position peaked at $804K in Q3 2025. 654 funds tracked by Wall St. Rank hold NFG as of Q1 2026.

  • Phoenix Wealth Advisors held 8,324 shares of National Fuel Gas worth $782K as of Q1 2026.
  • Phoenix Wealth Advisors sold 247 National Fuel Gas shares in Q1 2026, an estimated $21.6K.
  • National Fuel Gas made up 0.31% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #63 holding.
  • Phoenix Wealth Advisors first reported a position in National Fuel Gas in Q2 2023 and has held it in 12 quarters since.
  • Phoenix Wealth Advisors's National Fuel Gas position peaked at $804K in Q3 2025.
  • 654 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.