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Dark Forest Capital Management’s National Fuel Gas NFG Stock Holding History

Dark Forest Capital 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
2026
Q1 		$2.1M Sell
22,335
-30,235
-58% -$2.64M 0.19% 147
2025
Q4 		$4.21M Buy
52,570
+25,127
+92% +$2.07M 0.19% 134
2025
Q3 		$2.53M Sell
27,443
-23,224
-46% -$2.02M 0.1% 373
2025
Q2 		$4.29M Sell
50,667
-15,068
-23% -$1.22M 0.17% 147
2025
Q1 		$5.21M Buy
65,735
+61,983
+1,652% +$4.46M 0.24% 65
2024
Q4 		$228K Buy
+3,752
New +$230K 0.03% 775
2023
Q4 		– Sell
-4,281
Closed -$222K – 890
2023
Q3 		$222K Buy
+4,281
New +$225K 0.02% 988
2022
Q4 		– Sell
-25
Closed -$2K – 1378
2022
Q3 		$2K Buy
+25
New +$1.72K ﹤0.01% 1018
2022
Q2 		– Sell
-4
Closed – – 1210
2022
Q1 		$0 Buy
+4
New +$253 ﹤0.01% 1596
2021
Q4 		– Sell
-10,725
Closed -$563K – 1669
2021
Q3 		$563K Buy
+10,725
New +$556K 0.2% 109

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

Dark Forest Capital Management's NFG Position: Q1 2026 in Review

Dark Forest Capital Management reduced its National Fuel Gas (NFG) stake by 58% in Q1 2026, selling an estimated $2.64M and leaving 22,335 shares worth $2.1M. The position accounts for 0.19% of the portfolio, ranked #147.

Dark Forest Capital Management first reported a position in NFG in Q3 2021 and has held it in 10 quarters since. The position peaked at $5.21M in Q1 2025. 654 funds tracked by Wall St. Rank hold NFG as of Q1 2026.

  • Dark Forest Capital Management held 22,335 shares of National Fuel Gas worth $2.1M as of Q1 2026.
  • Dark Forest Capital Management sold 30,235 National Fuel Gas shares in Q1 2026, an estimated $2.64M.
  • National Fuel Gas made up 0.19% of Dark Forest Capital Management's portfolio in Q1 2026, its #147 holding.
  • Dark Forest Capital Management first reported a position in National Fuel Gas in Q3 2021 and has held it in 10 quarters since.
  • Dark Forest Capital Management's National Fuel Gas position peaked at $5.21M in Q1 2025.
  • 654 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2026.

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