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Regent Peak Wealth Advisors’s National Fuel Gas NFG Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-400
Closed -$16K – 679
2020
Q4 		$16K Buy
+400
New +$16.6K 0.01% 496

Other funds holding NFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Regent Peak Wealth Advisors's NFG Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of National Fuel Gas (NFG) in Q1 2021, closing a stake of 400 shares — an estimated $16K sold.

Regent Peak Wealth Advisors first reported a position in NFG in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 346 funds tracked by Wall St. Rank hold NFG as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining National Fuel Gas position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 400 National Fuel Gas shares in Q1 2021, an estimated $16K.
  • Regent Peak Wealth Advisors first reported a position in National Fuel Gas in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's National Fuel Gas position peaked at $16K in Q4 2020.
  • 346 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.