UFPG
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United Financial Planning Group’s National Fuel Gas NFG Stock Holding History

United Financial Planning Group’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
2026
Q2 		– Sell
-71
Closed -$6.67K – 512
2026
Q1 		$6.67K Buy
+71
New +$6.2K ﹤0.01% 271

Other funds holding NFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

United Financial Planning Group's NFG Position: Q2 2026 in Review

United Financial Planning Group sold out of National Fuel Gas (NFG) in Q2 2026, closing a stake of 71 shares — an estimated $6.67K sold.

United Financial Planning Group first reported a position in NFG in Q1 2026 and held it in 1 quarter. The position peaked at $6.67K in Q1 2026. 650 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • United Financial Planning Group reported no remaining National Fuel Gas position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 71 National Fuel Gas shares in Q2 2026, an estimated $6.67K.
  • United Financial Planning Group first reported a position in National Fuel Gas in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's National Fuel Gas position peaked at $6.67K in Q1 2026.
  • 650 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.