Position in NFG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$981,011
+$414,822 QoQ
Shares Held
12,706
+110.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#261
of 649 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NFG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026AE Wealth Management LLC holds $93,126,139 across 7 Oil & Gas Integrated names. NFG ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
528,734 | $87,642,909 | |
| 2 | TTE |
TotalEnergies SE
|
24,862 | $1,933,263 | |
| 3 | SHEL |
Shell plc
|
14,501 | $1,124,402 | |
| 4 | NFG |
National Fuel Gas Co
This page
|
12,706 | $981,011 | |
| 5 | BP |
Bp PLC
|
26,159 | $966,569 | |
| 6 | SU |
Suncor Energy Inc
|
4,975 | $267,053 | |
| 7 | IMO |
Imperial Oil Ltd
|
1,883 | $210,932 |
All Filings in NFG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $981,011 | 12,706 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $566,189 | 6,026 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $450,649 | 5,629 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $506,084 | 5,479 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $457,763 | 5,404 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $474,181 | 5,988 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $374,692 | 6,175 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $249,224 | 4,112 | Shares | Other | 2024-11-14 | |
| 2023-12-31 | $613,328 | 12,225 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $200,357 | 3,470 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $223,385 | 3,529 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $212,716 | 3,456 | Shares | Sole | 2022-10-25 | |
| 2020-03-31 | $320,432 | 8,593 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||