Position in NFG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$8,857,891
+$1,848,318 QoQ
Shares Held
94,273
+7.7% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 12.232558632906558.ToString("F0")%
Shared 0.ToString("F0")%
None 87.76744136709344.ToString("F0")%
Common Shares in NFG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026IBEX WEALTH ADVISORS holds $50,560,636 across 4 Oil & Gas Integrated names. NFG ranks #4 (17.5% of the industry book) .
All Filings in NFG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,857,891 | 94,273 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,009,573 | 87,554 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,991,852 | 86,520 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,232,455 | 85,379 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,508,230 | 82,185 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $4,943,174 | 81,463 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||