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Bernzott Capital Advisors’s National Fuel Gas NFG Stock Holding History

Bernzott Capital Advisors’s Portfolio NFG Stock Details NFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.96M Sell
64,287
-2,303
-3% -$191K 1.99% 27
2026
Q1 		$6.26M Buy
66,590
+15,895
+31% +$1.39M 3% 18
2025
Q4 		$4.06M Sell
50,695
-1,003
-2% -$82.6K 1.93% 29
2025
Q3 		$4.78M Sell
51,698
-956
-2% -$83.3K 2.25% 26
2025
Q2 		$4.46M Sell
52,654
-28,172
-35% -$2.27M 2.28% 27
2025
Q1 		$6.4M Sell
80,826
-42,399
-34% -$3.05M 3.15% 15
2024
Q4 		$7.48M Sell
123,225
-11,950
-9% -$732K 3.7% 3
2024
Q3 		$8.19M Buy
135,175
+115
+0.1% +$6.72K 3.53% 7
2024
Q2 		$7.32M Sell
135,060
-20,110
-13% -$1.1M 3.37% 4
2024
Q1 		$8.34M Buy
155,170
+39,072
+34% +$1.93M 3.3% 11
2023
Q4 		$5.82M Sell
116,098
-23,670
-17% -$1.22M 2.27% 27
2023
Q3 		$7.26M Buy
+139,768
New +$7.36M 2.5% 17

Other funds holding NFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bernzott Capital Advisors's NFG Position: Q2 2026 in Review

Bernzott Capital Advisors reduced its National Fuel Gas (NFG) stake by 3.5% in Q2 2026, selling an estimated $191K and leaving 64,287 shares worth $4.96M. The position accounts for 1.99% of the portfolio, ranked #27.

Bernzott Capital Advisors first reported a position in NFG in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.34M in Q1 2024. 653 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • Bernzott Capital Advisors held 64,287 shares of National Fuel Gas worth $4.96M as of Q2 2026.
  • Bernzott Capital Advisors sold 2,303 National Fuel Gas shares in Q2 2026, an estimated $191K.
  • National Fuel Gas made up 1.99% of Bernzott Capital Advisors's portfolio in Q2 2026, its #27 holding.
  • Bernzott Capital Advisors first reported a position in National Fuel Gas in Q3 2023 and has held it in 12 quarters since.
  • Bernzott Capital Advisors's National Fuel Gas position peaked at $8.34M in Q1 2024.
  • 653 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on Bernzott Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.