WealthPLAN Partners’s National Fuel Gas NFG Stock Holding History

WealthPLAN Partners’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
2023 Q2	–	Sell	-100	Closed	-$5.77K	–	1347
2023 Q1	$5.77K	Buy	+100	New	+$5.8K	﹤0.01%	979

Other funds holding NFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

WealthPLAN Partners's NFG Position: Q2 2023 in Review

WealthPLAN Partners sold out of National Fuel Gas (NFG) in Q2 2023, closing a stake of 100 shares — an estimated $5.77K sold.

WealthPLAN Partners first reported a position in NFG in Q1 2023 and held it in 1 quarter. The position peaked at $5.77K in Q1 2023. 416 funds tracked by Wall St. Rank hold NFG as of Q2 2023.

WealthPLAN Partners reported no remaining National Fuel Gas position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 100 National Fuel Gas shares in Q2 2023, an estimated $5.77K.
WealthPLAN Partners first reported a position in National Fuel Gas in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's National Fuel Gas position peaked at $5.77K in Q1 2023.
416 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.