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SIMA Wealth Partners’s National Fuel Gas NFG Stock Holding History

SIMA Wealth 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
2025
Q4 		– Sell
-30
Closed -$2.77K – 152
2025
Q3 		$2.77K Buy
+30
New +$2.62K ﹤0.01% 148

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

SIMA Wealth Partners's NFG Position: Q4 2025 in Review

SIMA Wealth Partners sold out of National Fuel Gas (NFG) in Q4 2025, closing a stake of 30 shares — an estimated $2.77K sold.

SIMA Wealth Partners first reported a position in NFG in Q3 2025 and held it in 1 quarter. The position peaked at $2.77K in Q3 2025. 618 funds tracked by Wall St. Rank hold NFG as of Q4 2025.

  • SIMA Wealth Partners reported no remaining National Fuel Gas position as of Q4 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 30 National Fuel Gas shares in Q4 2025, an estimated $2.77K.
  • SIMA Wealth Partners first reported a position in National Fuel Gas in Q3 2025 and held it in 1 quarter.
  • SIMA Wealth Partners's National Fuel Gas position peaked at $2.77K in Q3 2025.
  • 618 funds tracked by Wall St. Rank held National Fuel Gas as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.