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Covalis Capital’s National Fuel Gas NFG Stock Holding History

Covalis Capital’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 		$4.95M Sell
64,082
-118,135
-65% -$9.78M 0.28% 71
2026
Q1 		$17.1M Buy
182,217
+84,672
+87% +$7.39M 1.05% 34
2025
Q4 		$7.81M Buy
+97,545
New +$8.04M 0.55% 45

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

Covalis Capital's NFG Position: Q2 2026 in Review

Covalis Capital reduced its National Fuel Gas (NFG) stake by 65% in Q2 2026, selling an estimated $9.78M and leaving 64,082 shares worth $4.95M. The position accounts for 0.28% of the portfolio, ranked #71.

Covalis Capital first reported a position in NFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.1M in Q1 2026. 652 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • Covalis Capital held 64,082 shares of National Fuel Gas worth $4.95M as of Q2 2026.
  • Covalis Capital sold 118,135 National Fuel Gas shares in Q2 2026, an estimated $9.78M.
  • National Fuel Gas made up 0.28% of Covalis Capital's portfolio in Q2 2026, its #71 holding.
  • Covalis Capital first reported a position in National Fuel Gas in Q4 2025 and has held it in 3 quarters since.
  • Covalis Capital's National Fuel Gas position peaked at $17.1M in Q1 2026.
  • 652 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on Covalis Capital's 13F filing for Q2 2026, filed 13 Aug 2026.