Caprock Group’s National Fuel Gas NFG Stock Holding History

Caprock Group’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	–	Sell	-6,428	Closed	-$558K	–	1269
2025 Q3	$558K	Buy	+6,428	New	+$560K	0.01%	768
2025 Q1	$412K	Buy	+5,166	New	+$372K	0.01%	790

Other funds holding NFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Caprock Group's NFG Position: Q4 2025 in Review

Caprock Group sold out of National Fuel Gas (NFG) in Q4 2025, closing a stake of 6,428 shares — an estimated $558K sold.

Caprock Group first reported a position in NFG in Q1 2025 and held it in 2 quarters. The position peaked at $558K in Q3 2025. 620 funds tracked by Wall St. Rank hold NFG as of Q4 2025.

Caprock Group reported no remaining National Fuel Gas position as of Q4 2025 after selling out during the quarter.
Caprock Group sold 6,428 National Fuel Gas shares in Q4 2025, an estimated $558K.
Caprock Group first reported a position in National Fuel Gas in Q1 2025 and held it in 2 quarters.
Caprock Group's National Fuel Gas position peaked at $558K in Q3 2025.
620 funds tracked by Wall St. Rank held National Fuel Gas as of Q4 2025.

Based on Caprock Group's 13F filing for Q4 2025, filed 28 Jan 2026.