NFG β€” NATIONAL FUEL GAS CO

Ownership history in TriaGen Wealth Management LLC  Β·  3 quarters on record

AI Ownership Summary

TriaGen Wealth Management LLC reported NATIONAL FUEL GAS CO (NFG) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.21% in 2025 Q1. The latest visible filing shows NFG at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TriaGen Wealth Management LLC's position in NATIONAL FUEL GAS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

NFG was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TriaGen Wealth Management LLC held NFG β€” position size vs. price
% of Fund (quarterly)    NFG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 7,489 +55 +0.7% 0.18% $692K 2025-10-22 $81.30
2025 Q2 REDUCED 7,434 -21 -0.3% 0.19% $630K 2025-07-23 $86.02
2025 Q1 INITIATED 7,455 β€” β€” 0.21% $590K 2025-05-13 $77.76

FAQ About TriaGen Wealth Management LLC and NFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has TriaGen Wealth Management LLC reported owning NFG?

TriaGen Wealth Management LLC reported NFG across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported NFG position in TriaGen Wealth Management LLC's portfolio?

The largest reported portfolio weight for NFG was 0.21% in 2025 Q1.

What is the latest reported NFG position on this page?

The most recent filing on this page is 2025 Q3, when TriaGen Wealth Management LLC reported 7,489 shares, equal to 0.18% of portfolio, with an estimated market value of $692K.

What does the chart on this NFG ownership page compare?

The chart compares TriaGen Wealth Management LLC's quarterly NFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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