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Brandywine Global Investment Management’s National Fuel Gas NFG Stock Holding History

Brandywine Global Investment Management’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
2025
Q4 		$4.7M Sell
58,681
-532
-0.9% -$43.8K 0.03% 376
2025
Q3 		$5.47M Sell
59,213
-137
-0.2% -$11.9K 0.04% 369
2025
Q2 		$5.03M Buy
+59,350
New +$4.79M 0.04% 368
2025
Q1 		– Sell
-278,612
Closed -$16.9M – 604
2024
Q4 		$16.9M Buy
+278,612
New +$17.1M 0.12% 177
2023
Q2 		– Sell
-44,858
Closed -$2.59M – 744
2023
Q1 		$2.59M Sell
44,858
-4,200
-9% -$243K 0.02% 508
2022
Q4 		$3.11M Sell
49,058
-72,408
-60% -$4.66M 0.02% 480
2022
Q3 		$7.48M Buy
121,466
+68,475
+129% +$4.72M 0.07% 259
2022
Q2 		$3.5M Buy
+52,991
New +$3.72M 0.03% 431
2018
Q2 		– Sell
-240,988
Closed -$12.4M – 919
2018
Q1 		$12.4M Sell
240,988
-27,357
-10% -$1.43M 0.08% 210
2017
Q4 		$14.7M Buy
268,345
+193,575
+259% +$11.1M 0.09% 178
2017
Q3 		$4.23M Sell
74,770
-2,650
-3% -$153K 0.03% 464
2017
Q2 		$4.32M Buy
+77,420
New +$4.36M 0.03% 463

Other funds holding NFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Brandywine Global Investment Management's NFG Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its National Fuel Gas (NFG) stake by 0.9% in Q4 2025, selling an estimated $43.8K and leaving 58,681 shares worth $4.7M. The position accounts for 0.03% of the portfolio, ranked #376.

Brandywine Global Investment Management first reported a position in NFG in Q2 2017 and has held it in 12 quarters since. The position peaked at $16.9M in Q4 2024. 618 funds tracked by Wall St. Rank hold NFG as of Q4 2025.

  • Brandywine Global Investment Management held 58,681 shares of National Fuel Gas worth $4.7M as of Q4 2025.
  • Brandywine Global Investment Management sold 532 National Fuel Gas shares in Q4 2025, an estimated $43.8K.
  • National Fuel Gas made up 0.03% of Brandywine Global Investment Management's portfolio in Q4 2025, its #376 holding.
  • Brandywine Global Investment Management first reported a position in National Fuel Gas in Q2 2017 and has held it in 12 quarters since.
  • Brandywine Global Investment Management's National Fuel Gas position peaked at $16.9M in Q4 2024.
  • 618 funds tracked by Wall St. Rank held National Fuel Gas as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.