WR Wealth Planners’s National Fuel Gas NFG Stock Holding History

WR Wealth Planners’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
2022 Q4	–	Sell	-47	Closed	-$2.89K	–	529
2022 Q3	$2.89K	Buy	+47	New	+$3.24K	﹤0.01%	366

Other funds holding NFG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

WR Wealth Planners's NFG Position: Q4 2022 in Review

WR Wealth Planners sold out of National Fuel Gas (NFG) in Q4 2022, closing a stake of 47 shares — an estimated $2.89K sold.

WR Wealth Planners first reported a position in NFG in Q3 2022 and held it in 1 quarter. The position peaked at $2.89K in Q3 2022. 475 funds tracked by Wall St. Rank hold NFG as of Q4 2022.

WR Wealth Planners reported no remaining National Fuel Gas position as of Q4 2022 after selling out during the quarter.
WR Wealth Planners sold 47 National Fuel Gas shares in Q4 2022, an estimated $2.89K.
WR Wealth Planners first reported a position in National Fuel Gas in Q3 2022 and held it in 1 quarter.
WR Wealth Planners's National Fuel Gas position peaked at $2.89K in Q3 2022.
475 funds tracked by Wall St. Rank held National Fuel Gas as of Q4 2022.

Based on WR Wealth Planners's 13F filing for Q4 2022, filed 10 Oct 2024.