Peak Retirement Planning, Inc.
PensionPosition in NFG — National Fuel Gas Co
CIK 2056697
COLUMBUS, OH
Position in NFG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$390,914
-$84,899 QoQ
Shares Held
5,063
-0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#363
of 649 holders
Holding Since
Sep 2025
4 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, 2026Peak Retirement Planning, Inc. holds $2,502,688 across 3 Oil & Gas Integrated names. NFG ranks #2 (15.6% of the industry book) .
All Filings in NFG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,914 | 5,063 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $475,813 | 5,064 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $405,423 | 5,064 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $464,805 | 5,032 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||