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Root Financial Partners’s National Fuel Gas NFG Stock Holding History

Root Financial Partners’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 		$15.7K Buy
167
+45
+37% +$3.93K ﹤0.01% 1460
2025
Q4 		$9.77K Sell
122
-196
-62% -$16.1K ﹤0.01% 1502
2025
Q3 		$29.4K Buy
+318
New +$27.7K ﹤0.01% 906

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

Root Financial Partners's NFG Position: Q1 2026 in Review

Root Financial Partners increased its National Fuel Gas (NFG) stake by 37% in Q1 2026, buying an estimated $3.93K and bringing the position to 167 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Root Financial Partners first reported a position in NFG in Q3 2025 and has held it in 3 quarters since. The position peaked at $29.4K in Q3 2025. 654 funds tracked by Wall St. Rank hold NFG as of Q1 2026.

  • Root Financial Partners held 167 shares of National Fuel Gas worth $15.7K as of Q1 2026.
  • Root Financial Partners bought 45 National Fuel Gas shares in Q1 2026, an estimated $3.93K.
  • National Fuel Gas made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1460 holding.
  • Root Financial Partners first reported a position in National Fuel Gas in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's National Fuel Gas position peaked at $29.4K in Q3 2025.
  • 654 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.