Sheets Smith Wealth Management
NFG icon

Sheets Smith Wealth Management’s National Fuel Gas NFG Stock Holding History

Sheets Smith Wealth 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
2025
Q4 		– Sell
-7,981
Closed -$737K – 409
2025
Q3 		$737K Hold
7,981
– – 0.08% 225
2025
Q2 		$676K Buy
+7,981
New +$644K 0.08% 233

Other funds holding NFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Sheets Smith Wealth Management's NFG Position: Q4 2025 in Review

Sheets Smith Wealth Management sold out of National Fuel Gas (NFG) in Q4 2025, closing a stake of 7,981 shares — an estimated $737K sold.

Sheets Smith Wealth Management first reported a position in NFG in Q2 2025 and held it in 2 quarters. The position peaked at $737K in Q3 2025. 622 funds tracked by Wall St. Rank hold NFG as of Q4 2025.

  • Sheets Smith Wealth Management reported no remaining National Fuel Gas position as of Q4 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 7,981 National Fuel Gas shares in Q4 2025, an estimated $737K.
  • Sheets Smith Wealth Management first reported a position in National Fuel Gas in Q2 2025 and held it in 2 quarters.
  • Sheets Smith Wealth Management's National Fuel Gas position peaked at $737K in Q3 2025.
  • 622 funds tracked by Wall St. Rank held National Fuel Gas as of Q4 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.