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U.S. Capital Wealth Advisors’s National Fuel Gas NFG Stock Holding History

U.S. Capital Wealth 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
2023
Q1 		– Sell
-3,382
Closed -$214K – 1200
2022
Q4 		$214K Sell
3,382
-748
-18% -$48.1K 0.01% 590
2022
Q3 		$254K Sell
4,130
-2,199
-35% -$152K 0.01% 548
2022
Q2 		$418K Buy
+6,329
New +$444K 0.02% 500

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

U.S. Capital Wealth Advisors's NFG Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of National Fuel Gas (NFG) in Q1 2023, closing a stake of 3,382 shares — an estimated $214K sold.

U.S. Capital Wealth Advisors first reported a position in NFG in Q2 2022 and held it in 3 quarters. The position peaked at $418K in Q2 2022. 432 funds tracked by Wall St. Rank hold NFG as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining National Fuel Gas position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 3,382 National Fuel Gas shares in Q1 2023, an estimated $214K.
  • U.S. Capital Wealth Advisors first reported a position in National Fuel Gas in Q2 2022 and held it in 3 quarters.
  • U.S. Capital Wealth Advisors's National Fuel Gas position peaked at $418K in Q2 2022.
  • 432 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.