NFG — NATIONAL FUEL

Ownership history in Integrated Wealth Concepts LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in NATIONAL FUEL (NFG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,798 +2,953 +103.8% 0.00% $536K $91.76
2025 Q2 INITIATED 2,845 — — 0.00% $241K $83.67
% of Fund (quarterly)    NFG price (monthly, adj. close)

Other funds also holding NFG

As of 2025 Q4 — sorted by position size

Aventail Capital Group, LP 3Y 5.03% Energy Income Partners, LLC 3Y 7Y 3.71% MANAGED ASSET PORTFOLIOS, LLC 3Y 7Y 3.68% Yaupon Capital Management LP 3Y 7Y 3.2% MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 3Y 7Y 2.96% Barnett & Company, Inc. 3Y 7Y 2.89% EDMP, INC. 3Y 7Y 2.22% BERNZOTT CAPITAL ADVISORS 3Y 7Y 1.93% EQUITY INVESTMENT CORP 3Y 7Y 1.66% CHASE INVESTMENT COUNSEL CORP 3Y 7Y 1.63%
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