Root Financial Partners
NFG icon

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
Q3 		$22.8K Buy
+300
New +$24.3K ﹤0.01% 1480
2026
Q2 		– Sell
-167
Closed -$15.7K – 2176
2026
Q1 		$15.7K Buy
167
+45
+37% +$3.93K ﹤0.01% 1460
2025
Q4 		$9.8K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Root Financial Partners's NFG Position: Q3 2026 in Review

Root Financial Partners opened a new position in National Fuel Gas (NFG) in Q3 2026: 300 shares worth $22.8K. The stake represents ﹤0.01% of the portfolio and ranks #1480 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NFG as recently as Q1 2026.

Root Financial Partners first reported a position in NFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $29.4K in Q3 2025. 537 funds tracked by Wall St. Rank hold NFG as of Q3 2026.

  • Root Financial Partners held 300 shares of National Fuel Gas worth $22.8K as of Q3 2026.
  • National Fuel Gas was a new Root Financial Partners position in Q3 2026.
  • National Fuel Gas made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1480 holding.
  • Root Financial Partners first reported a position in National Fuel Gas in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's National Fuel Gas position peaked at $29.4K in Q3 2025.
  • 537 funds tracked by Wall St. Rank held National Fuel Gas as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.