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Planning Strategies Inc.’s National Fuel Gas NFG Stock Holding History

Planning Strategies Inc.’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
2026
Q2 		$154 Buy
+2
New +$166 ﹤0.01% 1005

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ETC
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SC
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CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Planning Strategies Inc.'s NFG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in National Fuel Gas (NFG) in Q2 2026: 2 shares worth $154. The stake represents ﹤0.01% of the portfolio and ranks #1005 among its holdings.

186 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • Planning Strategies Inc. held 2 shares of National Fuel Gas worth $154 as of Q2 2026.
  • National Fuel Gas was a new Planning Strategies Inc. position in Q2 2026.
  • National Fuel Gas made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1005 holding.
  • 186 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.