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Wright Investors Service’s National Fuel Gas NFG Stock Holding History

Wright Investors Service’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
Q4 		– Sell
-14,419
Closed -$748K – 151
2023
Q3 		$748K Sell
14,419
-644
-4% -$33.9K 0.22% 106
2023
Q2 		$774K Sell
15,063
-909
-6% -$48.3K 0.22% 109
2023
Q1 		$922K Buy
+15,972
New +$926K 0.26% 98

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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wright Investors Service's NFG Position: Q4 2023 in Review

Wright Investors Service sold out of National Fuel Gas (NFG) in Q4 2023, closing a stake of 14,419 shares — an estimated $748K sold.

Wright Investors Service first reported a position in NFG in Q1 2023 and held it in 3 quarters. The position peaked at $922K in Q1 2023. 426 funds tracked by Wall St. Rank hold NFG as of Q4 2023.

  • Wright Investors Service reported no remaining National Fuel Gas position as of Q4 2023 after selling out during the quarter.
  • Wright Investors Service sold 14,419 National Fuel Gas shares in Q4 2023, an estimated $748K.
  • Wright Investors Service first reported a position in National Fuel Gas in Q1 2023 and held it in 3 quarters.
  • Wright Investors Service's National Fuel Gas position peaked at $922K in Q1 2023.
  • 426 funds tracked by Wall St. Rank held National Fuel Gas as of Q4 2023.

Based on Wright Investors Service's 13F filing for Q4 2023, filed 31 Jan 2024.