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Wealth Advisors of Tampa Bay’s National Fuel Gas NFG Stock Holding History

Wealth Advisors of Tampa Bay’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
2024
Q2 		– Sell
-29,235
Closed -$1.57M – 82
2024
Q1 		$1.57M Buy
29,235
+525
+2% +$26K 0.75% 48
2023
Q4 		$1.44M Sell
28,710
-26,632
-48% -$1.37M 0.72% 48
2023
Q3 		$2.87M Buy
55,342
+27,721
+100% +$1.46M 0.79% 45
2023
Q2 		$1.42M Buy
27,621
+1,640
+6% +$87.2K 0.78% 46
2023
Q1 		$1.5M Buy
25,981
+1,160
+5% +$67.2K 0.86% 43
2022
Q4 		$1.57M Buy
24,821
+933
+4% +$60.1K 0.97% 43
2022
Q3 		$1.47M Sell
23,888
-24,200
-50% -$1.67M 1.01% 40
2022
Q2 		$3.18M Sell
48,088
-366
-0.8% -$25.7K 0.98% 42
2022
Q1 		$3.33M Hold
48,454
– – 0.9% 45
2021
Q4 		$3.1M Buy
48,454
+24,272
+100% +$1.45M 0.76% 53
2021
Q3 		$1.27M Buy
24,182
+357
+1% +$18.5K 0.7% 55
2021
Q2 		$1.25M Buy
23,825
+43
+0.2% +$2.23K 0.69% 55
2021
Q1 		$1.19M Buy
23,782
+497
+2% +$22.6K 0.7% 58
2020
Q4 		$958K Buy
23,285
+500
+2% +$20.8K 0.67% 54
2020
Q3 		$925K Buy
22,785
+628
+3% +$26.7K 0.69% 52
2020
Q2 		$929K Hold
22,157
– – 0.77% 48
2020
Q1 		$826K Buy
+22,157
New +$908K 0.93% 40

Other funds holding NFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wealth Advisors of Tampa Bay's NFG Position: Q2 2024 in Review

Wealth Advisors of Tampa Bay sold out of National Fuel Gas (NFG) in Q2 2024, closing a stake of 29,235 shares — an estimated $1.57M sold.

Wealth Advisors of Tampa Bay first reported a position in NFG in Q1 2020 and held it in 17 quarters. The position peaked at $3.33M in Q1 2022. 451 funds tracked by Wall St. Rank hold NFG as of Q2 2024.

  • Wealth Advisors of Tampa Bay reported no remaining National Fuel Gas position as of Q2 2024 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 29,235 National Fuel Gas shares in Q2 2024, an estimated $1.57M.
  • Wealth Advisors of Tampa Bay first reported a position in National Fuel Gas in Q1 2020 and held it in 17 quarters.
  • Wealth Advisors of Tampa Bay's National Fuel Gas position peaked at $3.33M in Q1 2022.
  • 451 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2024.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2024, filed 12 Aug 2024.