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Synergy Asset Management’s National Fuel Gas NFG Stock Holding History

Synergy Asset 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
Q2 		– Sell
-36,474
Closed -$2.89M – 213
2025
Q1 		$2.89M Sell
36,474
-56,407
-61% -$4.06M 0.36% 55
2024
Q4 		$5.66M Buy
92,881
+43,016
+86% +$2.64M 0.44% 42
2024
Q3 		$3.02M Sell
49,865
-19,662
-28% -$1.15M 0.46% 51
2024
Q2 		$3.77M Buy
+69,527
New +$3.81M 0.59% 43
2023
Q3 		– Sell
-88,342
Closed -$4.54M – 149
2023
Q2 		$4.54M Buy
+88,342
New +$4.7M 1.12% 33
2021
Q4 		– Sell
-43,416
Closed -$2.28M – 125
2021
Q3 		$2.28M Buy
+43,416
New +$2.25M 0.53% 48

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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Synergy Asset Management's NFG Position: Q2 2025 in Review

Synergy Asset Management sold out of National Fuel Gas (NFG) in Q2 2025, closing a stake of 36,474 shares — an estimated $2.89M sold.

Synergy Asset Management first reported a position in NFG in Q3 2021 and held it in 6 quarters. The position peaked at $5.66M in Q4 2024. 585 funds tracked by Wall St. Rank hold NFG as of Q2 2025.

  • Synergy Asset Management reported no remaining National Fuel Gas position as of Q2 2025 after selling out during the quarter.
  • Synergy Asset Management sold 36,474 National Fuel Gas shares in Q2 2025, an estimated $2.89M.
  • Synergy Asset Management first reported a position in National Fuel Gas in Q3 2021 and held it in 6 quarters.
  • Synergy Asset Management's National Fuel Gas position peaked at $5.66M in Q4 2024.
  • 585 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2025.

Based on Synergy Asset Management's 13F filing for Q2 2025, filed 21 Jul 2025.