Position in NFG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$219,302
-$17,675 QoQ
Shares Held
2,334
-21.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Optimize Financial Inc holds $219,302 across 1 Oil & Gas Integrated name. NFG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFG |
National Fuel Gas Co
This page
|
2,334 | $219,302 |
All Filings in NFG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $219,302 | 2,334 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $236,977 | 2,960 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $269,720 | 2,920 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||