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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Covalis Capital's NFG Position: Q1 2026 in Review

Covalis Capital increased its National Fuel Gas (NFG) stake by 87% in Q1 2026, buying an estimated $7.39M and bringing the position to 182,217 shares worth $17.1M. The position accounts for 1.05% of the portfolio, ranked #34.

Covalis Capital first reported a position in NFG in Q4 2025 and has held it in 2 quarters since. 654 funds tracked by Wall St. Rank hold NFG as of Q1 2026.

  • Covalis Capital held 182,217 shares of National Fuel Gas worth $17.1M as of Q1 2026.
  • Covalis Capital bought 84,672 National Fuel Gas shares in Q1 2026, an estimated $7.39M.
  • National Fuel Gas made up 1.05% of Covalis Capital's portfolio in Q1 2026, its #34 holding.
  • Covalis Capital first reported a position in National Fuel Gas in Q4 2025 and has held it in 2 quarters since.
  • 654 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2026.

Based on Covalis Capital's 13F filing for Q1 2026, filed 15 May 2026.