Joel Greenblatt's NFG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 496,762 shares of National Fuel Gas Company (NFG) worth $39.77 M, representing 0.15% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in NFG, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 223,459 shares. Largest reduction occurred in Q4 2023, reducing 64,758 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's National Fuel Gas Company (NFG) Holding Value Over Time
Track share changes against reported price movement
Quarterly National Fuel Gas Company (NFG) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -25,166 | Reduce 4.82% | 496,762 | $80.06 |
| Q3 2025 | +223,459 | Add 74.87% | 521,928 | $92.37 |
| Q2 2025 | +158,346 | Add 113.01% | 298,469 | $84.71 |
| Q1 2025 | -24,403 | Reduce 14.83% | 140,123 | $79.19 |
| Q4 2024 | +40,997 | Add 33.19% | 164,526 | $60.68 |
| Q3 2024 | +83,479 | Add 208.44% | 123,529 | $60.61 |
| Q2 2024 | +31,416 | Add 363.86% | 40,050 | $54.19 |
| Q1 2024 | +8,634 | New Buy | 8,634 | $53.72 |
| Q4 2023 | -64,758 | Sold Out | 0 | $0.00 |
| Q3 2023 | -48,026 | Reduce 42.58% | 64,758 | $51.91 |
| Q2 2023 | +62,404 | Add 123.87% | 112,784 | $51.36 |
| Q1 2023 | +10,138 | Add 25.19% | 50,380 | $57.74 |
| Q4 2022 | +2,538 | Add 6.73% | 40,242 | $63.30 |
| Q3 2022 | +21,441 | Add 131.84% | 37,704 | $61.56 |
| Q2 2022 | +4,060 | Add 33.27% | 16,263 | $66.04 |
| Q1 2022 | -5,950 | Reduce 32.78% | 12,203 | $68.67 |
| Q4 2021 | +8,841 | Add 94.94% | 18,153 | $63.96 |
| Q3 2021 | +3,504 | Add 60.33% | 9,312 | $52.51 |
| Q2 2021 | -3,918 | Reduce 40.28% | 5,808 | $52.17 |
| Q1 2021 | +697 | Add 7.72% | 9,726 | $49.97 |
| Q4 2020 | -43,222 | Reduce 82.72% | 9,029 | $41.09 |
| Q3 2020 | +23,744 | Add 83.29% | 52,251 | $40.59 |
| Q2 2020 | +12,112 | Add 73.88% | 28,507 | $41.92 |
| Q1 2020 | +16,395 | New Buy | 16,395 | $37.27 |
| Q3 2017 | -6,449 | Sold Out | 0 | $0.00 |
| Q2 2017 | +6,449 | New Buy | 6,449 | $55.82 |
| Q1 2017 | -5,482 | Sold Out | 0 | $0.00 |
| Q4 2016 | -505 | Reduce 8.43% | 5,482 | $56.73 |
| Q3 2016 | +403 | Add 7.22% | 5,987 | $54.12 |
| Q2 2016 | +5,584 | New Buy | 5,584 | $56.95 |
Joel Greenblatt's National Fuel Gas Company Investment FAQs
Joel Greenblatt first purchased National Fuel Gas Company (NFG) in Q2 2016, acquiring 5,584 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held National Fuel Gas Company (NFG) for 30 quarters since Q2 2016.
Joel Greenblatt's largest addition to National Fuel Gas Company (NFG) was in Q3 2025, adding 521,928 shares worth $48.21 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 496,762 shares of National Fuel Gas Company (NFG), valued at approximately $39.77 M.
As of the Q4 2025 filing, National Fuel Gas Company (NFG) represents approximately 0.15% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in National Fuel Gas Company (NFG) was 521,928 shares, as reported at the end of Q3 2025.