Winthrop Partners - WNY, LLC NFG — NATIONAL FUEL GAS COMPANY N J

Ownership history in Winthrop Partners - WNY, LLC  ·  10 quarters on record

AI Ownership Summary

Winthrop Partners - WNY, LLC reported NATIONAL FUEL GAS COMPANY N J (NFG) in 10 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.24% in 2026 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Winthrop Partners - WNY, LLC's position in NATIONAL FUEL GAS COMPANY N J, 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
2026 Q2

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

High-water mark
Peak Conviction
0.24% in 2026 Q1

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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.

NFG stock page Winthrop Partners - WNY, LLC fund profile Winthrop Partners - WNY, LLC full holdings
How Winthrop Partners - WNY, LLC held NFG — position size vs. price
% of Fund (quarterly)    NFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 4,700 — 0% 0.18% $363K 2026-07-15 $79.99
2026 Q1 UNCHANGED — — — 4,700 — 0% 0.24% $442K 2026-05-07 $79.65
2025 Q4 ADDED — — — 4,700 +4,600 +4600.0% 0.20% $376K 2026-03-12 $92.55
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NFG

As of 2026 Q2 — sorted by position size

Stolper Co 3Y 2.15% A. D. Beadell Investment Counsel, Inc. 3Y 7Y 0.88% KWMG, LLC 3Y 7Y 0.55% FNY Investment Advisers, LLC 3Y 7Y 0.49% Sage Capital Advisors,llc 3Y 7Y 0.33% CULLEN INVESTMENT GROUP, LTD. 0.25% Emergent Wealth Advisors, LLC 0.23% IVC Wealth Advisors LLC 3Y 0.14% Central Pacific Bank - Trust Division 0.13% Emprise Bank 0.09%

FAQ About Winthrop Partners - WNY, 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 Winthrop Partners - WNY, LLC reported owning NFG?

Winthrop Partners - WNY, LLC reported NFG across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported NFG position in Winthrop Partners - WNY, LLC's portfolio?

The largest reported portfolio weight for NFG was 0.24% in 2026 Q1.

What is the latest reported NFG position on this page?

The most recent filing on this page is 2026 Q2, when Winthrop Partners - WNY, LLC reported 4,700 shares, equal to 0.18% of portfolio, with an estimated market value of $363K.

What does the chart on this NFG ownership page compare?

The chart compares Winthrop Partners - WNY, 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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