Rockbridge Investment Management’s National Fuel Gas NFG Stock Holding History

Rockbridge Investment Management’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
2024 Q1	–	Sell	-1,259	Closed	-$63.2K	–	446
2023 Q4	$63.2K	Buy	+1,259	New	+$65K	0.01%	215
2022 Q3	–	Sell	-59	Closed	-$3.9K	–	420
2022 Q2	$3.9K	Hold	59	–	–	﹤0.01%	486
2022 Q1	$4.19K	Hold	59	–	–	﹤0.01%	643
2021 Q4	$4K	Hold	59	–	–	﹤0.01%	681
2021 Q3	$3K	Hold	59	–	–	﹤0.01%	650
2021 Q2	$3K	Hold	59	–	–	﹤0.01%	651
2021 Q1	$3K	Hold	59	–	–	﹤0.01%	627
2020 Q4	$2K	Hold	59	–	–	﹤0.01%	640
2020 Q3	$2K	Hold	59	–	–	﹤0.01%	596
2020 Q2	$2K	Buy	+59	New	+$2.41K	﹤0.01%	571

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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