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Venturi Wealth Management’s National Fuel Gas NFG Stock Holding History

Venturi Wealth 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
Q1 		– Sell
-617
Closed -$37.4K – 1387
2024
Q4 		$37.4K Buy
617
+36
+6% +$2.21K ﹤0.01% 1107
2024
Q3 		$35.2K Buy
+581
New +$34K ﹤0.01% 863

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Venturi Wealth Management's NFG Position: Q1 2025 in Review

Venturi Wealth Management sold out of National Fuel Gas (NFG) in Q1 2025, closing a stake of 617 shares — an estimated $37.4K sold.

Venturi Wealth Management first reported a position in NFG in Q3 2024 and held it in 2 quarters. The position peaked at $37.4K in Q4 2024. 575 funds tracked by Wall St. Rank hold NFG as of Q1 2025.

  • Venturi Wealth Management reported no remaining National Fuel Gas position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 617 National Fuel Gas shares in Q1 2025, an estimated $37.4K.
  • Venturi Wealth Management first reported a position in National Fuel Gas in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's National Fuel Gas position peaked at $37.4K in Q4 2024.
  • 575 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.