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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $262.22 M.
Top institutional holders include Mario Gabelli and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $36.01 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who dramatically increased their stake. Conversely, Ray Dalio reduced exposure by 54.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for National Fuel Gas Company (NFG)
Major holders include Mario Gabelli ($128.66 M), Cliff Asness ($112.95 M), Joel Greenblatt ($37.55 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 3.41 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $36.01 M, with 1 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 2 fully exited NFG. The total reported sell value was $68.51 M.
Yes, 0 managers opened new positions in NFG, and 1 increased their existing holdings. The total reported buy value was $32.5 M.