Joel Greenblatt's NFG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 521,928 shares of National Fuel Gas Company (NFG) worth $48.21 M, representing 0.21% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 38 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 Q1 2024, reducing 56,124 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2016 | +5,584 | New Buy | 5,584 | $56.95 |
| Q3 2016 | +403 | Add 7.22% | 5,987 | $54.12 |
| Q4 2016 | -505 | Reduce 8.43% | 5,482 | $56.73 |
| Q1 2017 | -5,482 | Sold Out | 5,482 | $0.00 |
| Q2 2017 | +6,449 | New Buy | 6,449 | $55.82 |
| Q3 2017 | -6,449 | Sold Out | 6,449 | $0.00 |
| Q1 2020 | +16,395 | New Buy | 16,395 | $37.27 |
| Q2 2020 | +12,112 | Add 73.88% | 28,507 | $41.92 |
| Q3 2020 | +23,744 | Add 83.29% | 52,251 | $40.59 |
| Q4 2020 | -43,222 | Reduce 82.72% | 9,029 | $41.09 |
| Q1 2021 | +697 | Add 7.72% | 9,726 | $49.97 |
| Q2 2021 | -3,918 | Reduce 40.28% | 5,808 | $52.17 |
| Q3 2021 | +3,504 | Add 60.33% | 9,312 | $52.51 |
| Q4 2021 | +8,841 | Add 94.94% | 18,153 | $63.96 |
| Q1 2022 | -5,950 | Reduce 32.78% | 12,203 | $68.67 |
| Q2 2022 | +4,060 | Add 33.27% | 16,263 | $66.04 |
| Q3 2022 | +21,441 | Add 131.84% | 37,704 | $61.56 |
| Q4 2022 | +2,538 | Add 6.73% | 40,242 | $63.30 |
| Q1 2023 | +10,138 | Add 25.19% | 50,380 | $57.74 |
| Q2 2023 | +62,404 | Add 123.87% | 112,784 | $51.36 |
| Q3 2023 | -48,026 | Reduce 42.58% | 64,758 | $51.91 |
| Q4 2023 | -64,758 | Sold Out | 64,758 | $0.00 |
| Q1 2024 | +8,634 | New Buy | 8,634 | $53.72 |
| Q2 2024 | +31,416 | Add 363.86% | 40,050 | $54.19 |
| Q3 2024 | +83,479 | Add 208.44% | 123,529 | $60.61 |
| Q4 2024 | +40,997 | Add 33.19% | 164,526 | $60.68 |
| Q1 2025 | -24,403 | Reduce 14.83% | 140,123 | $79.19 |
| Q2 2025 | +158,346 | Add 113.01% | 298,469 | $84.71 |
| Q3 2025 | +223,459 | Add 74.87% | 521,928 | $92.37 |
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 38 quarters since Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to National Fuel Gas Company (NFG) was in Q3 2025, adding 521,928 shares worth $48.21 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 521,928 shares of National Fuel Gas Company (NFG), valued at approximately $48.21 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, National Fuel Gas Company (NFG) represents approximately 0.21% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in National Fuel Gas Company (NFG) was 521,928 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.