Position in NFG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$431,603
+$11,132 QoQ
Shares Held
5,590
+24.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#352
of 649 holders
Holding Since
Dec 2021
10 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, 2026Confluence Wealth Services, Inc. holds $15,167,279 across 4 Oil & Gas Integrated names. NFG ranks #4 (2.8% of the industry book) .
All Filings in NFG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,603 | 5,590 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $420,471 | 4,475 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $358,668 | 4,480 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $429,058 | 4,645 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $451,589 | 5,331 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $367,916 | 4,646 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $281,979 | 4,647 | Shares | Sole | 2025-01-27 | |
| 2023-09-30 | $206,497 | 3,978 | Shares | Sole | 2023-11-01 | |
| 2022-06-30 | $259,114 | 3,923 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $98,723 | 1,544 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||