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Schwarz Dygos Wheeler Investment Advisors’s National Fuel Gas NFG Stock Holding History

Schwarz Dygos Wheeler Investment 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
2026
Q2 		$227K Hold
2,940
– – 0.04% 161
2026
Q1 		$276K Hold
2,940
– – 0.06% 139
2025
Q4 		$235K Hold
2,940
– – 0.05% 151
2025
Q3 		$272K Hold
2,940
– – 0.06% 143
2025
Q2 		$249K Sell
2,940
-100
-3% -$8.07K 0.06% 146
2025
Q1 		$241K Buy
+3,040
New +$219K 0.06% 144
2023
Q1 		– Sell
-3,340
Closed -$211K – 145
2022
Q4 		$211K Hold
3,340
– – 0.08% 119
2022
Q3 		$206K Hold
3,340
– – 0.09% 110
2022
Q2 		$221K Hold
3,340
– – 0.09% 115
2022
Q1 		$229K Hold
3,340
– – 0.08% 119
2021
Q4 		$214K Buy
+3,340
New +$200K 0.07% 128

Other funds holding NFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $875M AUM 41.9% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's NFG Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its National Fuel Gas (NFG) position steady in Q2 2026 at 2,940 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #161.

Schwarz Dygos Wheeler Investment Advisors first reported a position in NFG in Q4 2021 and has held it in 11 quarters since. The position peaked at $276K in Q1 2026. 338 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 2,940 shares of National Fuel Gas worth $227K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors left its National Fuel Gas share count unchanged in Q2 2026.
  • National Fuel Gas made up 0.04% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #161 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in National Fuel Gas in Q4 2021 and has held it in 11 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's National Fuel Gas position peaked at $276K in Q1 2026.
  • 338 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.