Valley Wealth Managers
NFG icon

Valley Wealth Managers’s National Fuel Gas NFG Stock Holding History

Valley Wealth Managers’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
Q3 		$20.5M Buy
270,637
+10,713
+4% +$869K 1.17% 38
2026
Q2 		$20.1M Buy
259,924
+15,830
+6% +$1.31M 1.16% 35
2026
Q1 		$22.9M Buy
244,094
+1,100
+0.5% +$96K 1.48% 28
2025
Q4 		$19.5M Buy
242,994
+7,842
+3% +$646K 1.25% 35
2025
Q3 		$21.7M Buy
235,152
+552
+0.2% +$48.1K 1.44% 27
2025
Q2 		$19.9M Sell
234,600
-71,200
-23% -$5.75M 1.43% 32
2025
Q1 		$24.2M Sell
305,800
-17,589
-5% -$1.26M 1.84% 13
2024
Q4 		$19.6M Sell
323,389
-2,577
-0.8% -$158K 1.47% 29
2024
Q3 		$19.8M Buy
325,966
+24,564
+8% +$1.44M 1.46% 29
2024
Q2 		$16.3M Sell
301,402
-10,884
-3% -$597K 1.3% 35
2024
Q1 		$16.8M Buy
312,286
+21,413
+7% +$1.06M 1.26% 36
2023
Q4 		$14.6M Buy
290,873
+10,143
+4% +$523K 1.14% 42
2023
Q3 		$14.6M Sell
280,730
-71,262
-20% -$3.75M 1.21% 39
2023
Q2 		$18.1M Buy
351,992
+566
+0.2% +$30.1K 1.62% 26
2023
Q1 		$20.3M Sell
351,426
-1,308
-0.4% -$75.8K 1.85% 13
2022
Q4 		$22.3M Sell
352,734
-2,864
-0.8% -$184K 2.07% 7
2022
Q3 		$21.9M Sell
355,598
-17,546
-5% -$1.21M 2.18% 6
2022
Q2 		$24.6M Sell
373,144
-12,549
-3% -$880K 2.31% 3
2022
Q1 		$26.5M Sell
385,693
-8,626
-2% -$546K 2.21% 4
2021
Q4 		$25.2M Sell
394,319
-21,443
-5% -$1.28M 2.02% 8
2021
Q3 		$21.8M Sell
415,762
-2,515
-0.6% -$130K 1.9% 12
2021
Q2 		$21.9M Sell
418,277
-7,608
-2% -$395K 1.85% 13
2021
Q1 		$21.3M Buy
425,885
+3,148
+0.7% +$143K 1.91% 11
2020
Q4 		$17.4M Sell
422,737
-223
-0.1% -$9.28K 1.7% 24
2020
Q3 		$17.2M Sell
422,960
-2,390
-0.6% -$102K 1.89% 21
2020
Q2 		$17.8M Buy
+425,350
New +$17.4M 2% 13

Other funds holding NFG

SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cullen Investment Group
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Valley Wealth Managers's NFG Position: Q3 2026 in Review

Valley Wealth Managers increased its National Fuel Gas (NFG) stake by 4.1% in Q3 2026, buying an estimated $869K and bringing the position to 270,637 shares worth $20.5M. The position accounts for 1.17% of the portfolio, ranked #38.

Valley Wealth Managers first reported a position in NFG in Q2 2020 and has held it in 26 quarters since. The position peaked at $26.5M in Q1 2022. 79 funds tracked by Wall St. Rank hold NFG as of Q3 2026.

  • Valley Wealth Managers held 270,637 shares of National Fuel Gas worth $20.5M as of Q3 2026.
  • Valley Wealth Managers bought 10,713 National Fuel Gas shares in Q3 2026, an estimated $869K.
  • National Fuel Gas made up 1.17% of Valley Wealth Managers's portfolio in Q3 2026, its #38 holding.
  • Valley Wealth Managers first reported a position in National Fuel Gas in Q2 2020 and has held it in 26 quarters since.
  • Valley Wealth Managers's National Fuel Gas position peaked at $26.5M in Q1 2022.
  • 79 funds tracked by Wall St. Rank held National Fuel Gas as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.