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Waverly Advisors’s National Fuel Gas NFG Stock Holding History

Waverly 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
2025
Q4 		– Sell
-2,441
Closed -$225K – 1510
2025
Q3 		$225K Buy
+2,441
New +$213K ﹤0.01% 1159
2014
Q4 		– Sell
-75
Closed -$5K – 584
2014
Q3 		$5K Hold
75
– – ﹤0.01% 630
2014
Q2 		$6K Sell
75
-744
-91% -$54.9K ﹤0.01% 554
2014
Q1 		$57K Sell
819
-796
-49% -$58.3K 0.03% 208
2013
Q4 		$115K Buy
1,615
+815
+102% +$56.6K 0.04% 206
2013
Q3 		$55K Buy
+800
New +$52K 0.03% 231

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 $3.37T AUM 44.26% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Waverly Advisors's NFG Position: Q4 2025 in Review

Waverly Advisors sold out of National Fuel Gas (NFG) in Q4 2025, closing a stake of 2,441 shares — an estimated $225K sold.

Waverly Advisors first reported a position in NFG in Q3 2013 and held it in 6 quarters. The position peaked at $225K in Q3 2025. 620 funds tracked by Wall St. Rank hold NFG as of Q4 2025.

  • Waverly Advisors reported no remaining National Fuel Gas position as of Q4 2025 after selling out during the quarter.
  • Waverly Advisors sold 2,441 National Fuel Gas shares in Q4 2025, an estimated $225K.
  • Waverly Advisors first reported a position in National Fuel Gas in Q3 2013 and held it in 6 quarters.
  • Waverly Advisors's National Fuel Gas position peaked at $225K in Q3 2025.
  • 620 funds tracked by Wall St. Rank held National Fuel Gas as of Q4 2025.

Based on Waverly Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.