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National Fuel Gas Company

NFG Energy
$94.61 $-1.69 (-1.75%)
Market Cap: $8.99 B
Gurus Holding
9
Popularity Rank
#595
% of Shares Held
4.00%
Net Activity (Q4 2025)
-$49.84 M

Guru Ownership Trend

Guru Analysis for National Fuel Gas Company (NFG)

National Fuel Gas Company (NFG), a key player in the Energy sector, continues to attract institutional attention.

As of Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $359.56 M.

Top institutional holders include Cliff Asness and Mario Gabelli.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $49.84 M net outflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position. Conversely, Renaissance Technologies reduced exposure by 85.9%.

Key Holders

Top 5 by Value

$133.39 M
$115.73 M
$39.77 M
$9.29 M
$2.22 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$8.82 M
Total Buy Value
New Buys 3
Additions 2
-$58.65 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
5

FAQs for National Fuel Gas Company (NFG)

Major holders include Cliff Asness ($133.39 M), Mario Gabelli ($115.73 M), Joel Greenblatt ($39.77 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 3.8 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $49.84 M, with 5 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited NFG. The total reported sell value was $58.65 M.

Yes, 3 managers opened new positions in NFG, and 2 increased their existing holdings. The total reported buy value was $8.82 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.07% Reduce -22.1% 1,666,119 $133.39 M Q4 2025
1.11% Add 2.6% 1,445,601 $115.73 M Q4 2025
0.15% Reduce -4.8% 496,762 $39.77 M Q4 2025
0.03% Add 44.2% 116,052 $9.29 M Q4 2025
0.01% New Buy 27,700 $2.22 M Q4 2025
0.00% Reduce -85.9% 21,300 $1.71 M Q4 2025
1.34% Reduce -1.5% 17,141 $1.37 M Q4 2025
0.04% New Buy 5,300 $424,318 Q4 2025
0.00% New Buy 4,511 $361,151 Q4 2025
Date
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Transaction
Value
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Position / Chg
SEC Form