PSI Advisors’s National Fuel Gas NFG Stock Holding History

PSI 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
2025 Q2	–	Sell	-95	Closed	-$7.52K	–	470
2025 Q1	$7.52K	Hold	95	–	–	﹤0.01%	481
2024 Q4	$5.76K	Sell	95 -154	-62%	-$9.44K	﹤0.01%	610
2024 Q3	$15.1K	Hold	249	–	–	﹤0.01%	468
2024 Q2	$13.5K	Sell	249 -276	-53%	-$15.1K	﹤0.01%	467
2024 Q1	$28.2K	Hold	525	–	–	0.01%	335
2023 Q4	$26.3K	Hold	525	–	–	0.01%	360
2023 Q3	$27.3K	Hold	525	–	–	0.01%	337
2023 Q2	$27K	Hold	525	–	–	0.01%	335
2023 Q1	$30.3K	Sell	525 -220	-30%	-$12.8K	0.01%	287
2022 Q4	$47.1K	Buy	745 +1	+0.1%	+$64	0.03%	226
2022 Q3	$46K	Buy	744 +2	+0.3%	+$138	0.02%	239
2022 Q2	$49K	Buy	742 +1	+0.1%	+$70	0.02%	256
2022 Q1	$51K	Buy	741 +1	+0.1%	+$63	0.02%	269
2021 Q4	$47K	Sell	740 -345	-32%	-$20.6K	0.02%	283
2021 Q3	$57K	Buy	+1,085	New	+$56.2K	0.03%	269
2020 Q1	–	Sell	-1,263	Closed	-$58K	–	413
2019 Q4	$58K	Buy	+1,263	New	+$57.6K	0.04%	250

Other funds holding NFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return