Position in NFG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$459,245
+$56,251 QoQ
Shares Held
5,948
+38.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#343
of 649 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NFG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026NEW WAVE WEALTH ADVISORS LLC holds $1,241,313 across 3 Oil & Gas Integrated names. NFG ranks #2 (37.0% of the industry book) .
All Filings in NFG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,245 | 5,948 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $402,994 | 4,289 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $327,685 | 4,093 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $310,732 | 3,364 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $284,964 | 3,364 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $270,513 | 3,416 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $251,579 | 4,146 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $257,653 | 4,251 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $226,947 | 4,188 | Shares | Sole | 2024-08-27 | |
| No filing history on record for this holder in this stock. | ||||||