Waldron Private Wealth’s National Fuel Gas NFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
3,183
-1,204
-27% -$103K 0.01% 264
2025
Q1
$350K Sell
4,387
-1,494
-25% -$119K 0.02% 225
2024
Q4
$357K Sell
5,881
-1,591
-21% -$96.5K 0.01% 303
2024
Q3
$453K Sell
7,472
-615
-8% -$37.3K 0.02% 261
2024
Q2
$442K Buy
8,087
+35
+0.4% +$1.92K 0.02% 247
2024
Q1
$437K Sell
8,052
-2,007
-20% -$109K 0.02% 256
2023
Q4
$510K Sell
10,059
-4,468
-31% -$226K 0.02% 229
2023
Q3
$761K Buy
14,527
+9,792
+207% +$513K 0.04% 179
2023
Q2
$246K Sell
4,735
-337
-7% -$17.5K 0.01% 324
2023
Q1
$295K Buy
5,072
+669
+15% +$39K 0.01% 330
2022
Q4
$273K Hold
4,403
0.02% 314
2022
Q3
$273K Buy
4,403
+89
+2% +$5.52K 0.02% 316
2022
Q2
$287K Buy
4,314
+50
+1% +$3.33K 0.02% 303
2022
Q1
$294K Hold
4,264
0.02% 318
2021
Q4
$274K Sell
4,264
-347
-8% -$22.3K 0.01% 321
2021
Q3
$244K Hold
4,611
0.01% 321
2021
Q2
$243K Hold
4,611
0.02% 303
2021
Q1
$232K Buy
+4,611
New +$232K 0.02% 275
2020
Q1
Sell
-5,224
Closed -$245K 276
2019
Q4
$245K Sell
5,224
-192
-4% -$9.01K 0.02% 231
2019
Q3
$256K Sell
5,416
-175
-3% -$8.27K 0.03% 209
2019
Q2
$297K Buy
+5,591
New +$297K 0.03% 185