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Delphi Management’s National Fuel Gas NFG Stock Holding History

Delphi 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
Q2 		$1.11M Sell
14,418
-1,448
-9% -$120K 1.09% 61
2026
Q1 		$1.49M Sell
15,866
-1,275
-7% -$111K 1.78% 3
2025
Q4 		$1.37M Sell
17,141
-256
-1% -$21.1K 1.34% 50
2025
Q3 		$1.61M Sell
17,397
-149
-0.8% -$13K 1.49% 9
2025
Q2 		$1.49M Sell
17,546
-1,914
-10% -$154K 1.44% 18
2025
Q1 		$1.54M Buy
+19,460
New +$1.4M 1.57% 4

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

Delphi Management's NFG Position: Q2 2026 in Review

Delphi Management reduced its National Fuel Gas (NFG) stake by 9.1% in Q2 2026, selling an estimated $120K and leaving 14,418 shares worth $1.11M. The position accounts for 1.09% of the portfolio, ranked #61.

Delphi Management first reported a position in NFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.61M in Q3 2025. 653 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • Delphi Management held 14,418 shares of National Fuel Gas worth $1.11M as of Q2 2026.
  • Delphi Management sold 1,448 National Fuel Gas shares in Q2 2026, an estimated $120K.
  • National Fuel Gas made up 1.09% of Delphi Management's portfolio in Q2 2026, its #61 holding.
  • Delphi Management first reported a position in National Fuel Gas in Q1 2025 and has held it in 6 quarters since.
  • Delphi Management's National Fuel Gas position peaked at $1.61M in Q3 2025.
  • 653 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on Delphi Management's 13F filing for Q2 2026, filed 31 Jul 2026.