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Simplicity Solutions’s National Fuel Gas NFG Stock Holding History

Simplicity Solutions’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
2023
Q4 		$2.74M Buy
54,674
+14,603
+36% +$754K 0.08% 237
2023
Q3 		$2.08M Buy
40,071
+2,009
+5% +$106K 0.07% 274
2023
Q2 		$1.95M Buy
38,062
+2,317
+6% +$123K 0.05% 319
2023
Q1 		$2.06M Buy
35,745
+8,620
+32% +$500K 0.05% 306
2022
Q4 		$1.72M Buy
27,125
+2,864
+12% +$184K 0.23% 98
2022
Q3 		$1.49M Sell
24,261
-2,516
-9% -$173K 0.22% 113
2022
Q2 		$1.77M Buy
26,777
+1,554
+6% +$109K 0.23% 105
2022
Q1 		$1.73M Sell
25,223
-18,175
-42% -$1.15M 0.21% 103
2021
Q4 		$2.77M Buy
43,398
+22,916
+112% +$1.37M 0.31% 77
2021
Q3 		$1.08M Buy
20,482
+4,592
+29% +$238K 0.17% 134
2021
Q2 		$830K Buy
15,890
+3,338
+27% +$173K 0.16% 135
2021
Q1 		$627K Buy
+12,552
New +$570K 0.14% 165
2019
Q3 		– Sell
-3,878
Closed -$205K – 759
2019
Q2 		$205K Buy
+3,878
New +$221K 0.01% 623
2018
Q4 		– Sell
-3,800
Closed -$213K – 735
2018
Q3 		$213K Buy
+3,800
New +$210K 0.01% 510

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Simplicity Solutions's NFG Position: Q4 2023 in Review

Simplicity Solutions increased its National Fuel Gas (NFG) stake by 36% in Q4 2023, buying an estimated $754K and bringing the position to 54,674 shares worth $2.74M. The position accounts for 0.08% of the portfolio, ranked #237.

Simplicity Solutions first reported a position in NFG in Q3 2018 and has held it in 14 quarters since. The position peaked at $2.77M in Q4 2021. 426 funds tracked by Wall St. Rank hold NFG as of Q4 2023.

  • Simplicity Solutions held 54,674 shares of National Fuel Gas worth $2.74M as of Q4 2023.
  • Simplicity Solutions bought 14,603 National Fuel Gas shares in Q4 2023, an estimated $754K.
  • National Fuel Gas made up 0.08% of Simplicity Solutions's portfolio in Q4 2023, its #237 holding.
  • Simplicity Solutions first reported a position in National Fuel Gas in Q3 2018 and has held it in 14 quarters since.
  • Simplicity Solutions's National Fuel Gas position peaked at $2.77M in Q4 2021.
  • 426 funds tracked by Wall St. Rank held National Fuel Gas as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.