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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
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 $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

Delphi Management's NFG Position: Q1 2026 in Review

Delphi Management reduced its National Fuel Gas (NFG) stake by 7.4% in Q1 2026, selling an estimated $111K and leaving 15,866 shares worth $1.49M. The position accounts for 1.78% of the portfolio, ranked #3.

Delphi Management first reported a position in NFG in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.61M in Q3 2025. 654 funds tracked by Wall St. Rank hold NFG as of Q1 2026.

  • Delphi Management held 15,866 shares of National Fuel Gas worth $1.49M as of Q1 2026.
  • Delphi Management sold 1,275 National Fuel Gas shares in Q1 2026, an estimated $111K.
  • National Fuel Gas made up 1.78% of Delphi Management's portfolio in Q1 2026, its #3 holding.
  • Delphi Management first reported a position in National Fuel Gas in Q1 2025 and has held it in 5 quarters since.
  • Delphi Management's National Fuel Gas position peaked at $1.61M in Q3 2025.
  • 654 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2026.

Based on Delphi Management's 13F filing for Q1 2026, filed 20 Apr 2026.