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James T. Borello RIA’s National Fuel Gas NFG Stock Holding History

James T. Borello RIA’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
Q3 		$986 Sell
13
-1
-7% -$81 ﹤0.01% 996
2026
Q2 		$1.08K Buy
14
+6
+75% +$497 ﹤0.01% 1011
2026
Q1 		$752 Sell
8
-1
-11% -$87 ﹤0.01% 1027
2025
Q4 		$721 Buy
+9
New +$741 ﹤0.01% 905

Other funds holding NFG

Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cullen Investment Group
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

James T. Borello RIA's NFG Position: Q3 2026 in Review

James T. Borello RIA reduced its National Fuel Gas (NFG) stake by 7.1% in Q3 2026, selling an estimated $81 and leaving 13 shares worth $986. The position accounts for ﹤0.01% of the portfolio, ranked #996.

James T. Borello RIA first reported a position in NFG in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.08K in Q2 2026. 79 funds tracked by Wall St. Rank hold NFG as of Q3 2026.

  • James T. Borello RIA held 13 shares of National Fuel Gas worth $986 as of Q3 2026.
  • James T. Borello RIA sold 1 National Fuel Gas share in Q3 2026, an estimated $81.
  • National Fuel Gas made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #996 holding.
  • James T. Borello RIA first reported a position in National Fuel Gas in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's National Fuel Gas position peaked at $1.08K in Q2 2026.
  • 79 funds tracked by Wall St. Rank held National Fuel Gas as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.