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National Fuel Gas Company

NFG Energy
$81.7 +$0.98 (1.21%)
Market Cap: $7.77 B
Gurus Holding
8
Popularity Rank
#934
% of Shares Held
4.50%
Net Activity (Q2 2026)
+$66.74 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 Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $349.42 M.

Top institutional holders include Cliff Asness and Mario Gabelli.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $66.74 M net inflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 29.6%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$75.72 M
Total Buy Value
New Buys 1
Additions 4
-$8.98 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
5

FAQs for National Fuel Gas Company (NFG)

Major holders include Cliff Asness ($152.1 M), Mario Gabelli ($105.8 M), Joel Greenblatt ($46.42 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 4.28 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $66.74 M, with 5 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited NFG. The total reported sell value was $8.98 M.

Yes, 1 managers opened new positions in NFG, and 4 increased their existing holdings. The total reported buy value was $75.72 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Add 63.9% 1,969,955 $152.1 M Q2 2026
0.95% Add 0.1% 1,370,347 $105.8 M Q2 2026
0.11% Add 50.5% 601,260 $46.42 M Q2 2026
0.03% Reduce -29.6% 258,500 $19.96 M Q2 2026
0.01% Reduce -11.6% 46,905 $3.62 M Q2 2026
1.09% Reduce -9.1% 14,418 $1.11 M Q2 2026
0.00% New Buy 8,600 $664,006 Q2 2026
0.05% Add 30.2% 6,900 $532,749 Q2 2026
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SEC Form