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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
Q2 		– Sell
-167
Closed -$15.7K – 2176
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's NFG Position: Q2 2026 in Review

Root Financial Partners sold out of National Fuel Gas (NFG) in Q2 2026, closing a stake of 167 shares — an estimated $15.7K sold.

Root Financial Partners first reported a position in NFG in Q3 2025 and held it in 3 quarters. The position peaked at $29.4K in Q3 2025. 653 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • Root Financial Partners reported no remaining National Fuel Gas position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 167 National Fuel Gas shares in Q2 2026, an estimated $15.7K.
  • Root Financial Partners first reported a position in National Fuel Gas in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's National Fuel Gas position peaked at $29.4K in Q3 2025.
  • 653 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.