Position in NFG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$205,764
-$31,391 QoQ
Shares Held
2,665
+5.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#471
of 649 holders
Holding Since
Jun 2025
5 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, 2026NewEdge Wealth, LLC holds $101,353,244 across 10 Oil & Gas Integrated names. NFG ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SU |
Suncor Energy Inc
|
1,148,025 | $61,625,982 | |
| 2 | CVX |
Chevron Corp
|
69,556 | $11,529,602 | |
| 3 | XOM |
ExxonMobil Holdings Corp
|
77,751 | $10,630,116 | |
| 4 | IMO |
Imperial Oil Ltd
|
60,695 | $6,799,053 | |
| 5 | TTE |
TotalEnergies SE
|
53,133 | $4,131,622 | |
| 6 | SHEL |
Shell plc
|
52,083 | $4,038,515 | |
| 7 | BP |
Bp PLC
|
41,111 | $1,519,051 | |
| 8 | CVE |
Cenovus Energy Inc.
|
22,515 | $558,597 |
All Filings in NFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,764 | 2,665 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $237,155 | 2,524 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $214,560 | 2,680 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $233,141 | 2,524 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $206,099 | 2,433 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||