Dmitry Balyasny’s National Fuel Gas NFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.22M | Buy |
41,653
+35,350
| +561% | +$2.93M | ﹤0.01% | 1589 |
|
|
2026
Q1 | $592K | Sell |
6,303
-2,029
| -24% | -$177K | ﹤0.01% | 2293 |
|
|
2025
Q4 | $667K | Sell |
8,332
-1,484
| -15% | -$122K | ﹤0.01% | 2383 |
|
|
2025
Q3 | $907K | Buy |
+9,816
| New | +$856K | ﹤0.01% | 2158 |
|
|
2025
Q1 | – | Sell |
-4,001
| Closed | -$243K | – | 3129 |
|
|
2024
Q4 | $243K | Sell |
4,001
-2,427
| -38% | -$149K | ﹤0.01% | 2469 |
|
|
2024
Q3 | $390K | Buy |
+6,428
| New | +$376K | ﹤0.01% | 2369 |
|
|
2024
Q2 | – | Sell |
-197,534
| Closed | -$10.6M | – | 2932 |
|
|
2024
Q1 | $10.6M | Sell |
197,534
-106,042
| -35% | -$5.24M | 0.02% | 899 |
|
|
2023
Q4 | $15.2M | Buy |
303,576
+204,428
| +206% | +$10.5M | 0.03% | 707 |
|
|
2023
Q3 | $5.15M | Sell |
99,148
-151,022
| -60% | -$7.95M | 0.01% | 1094 |
|
|
2023
Q2 | $12.8M | Buy |
250,170
+95,107
| +61% | +$5.06M | 0.03% | 669 |
|
|
2023
Q1 | $8.95M | Buy |
155,063
+114,622
| +283% | +$6.64M | 0.02% | 821 |
|
|
2022
Q4 | $2.56M | Sell |
40,441
-21,414
| -35% | -$1.38M | 0.01% | 1310 |
|
|
2022
Q3 | $3.81M | Buy |
+61,855
| New | +$4.26M | 0.01% | 1155 |
|
|
2022
Q2 | – | Sell |
-36,371
| Closed | -$2.5M | – | 3032 |
|
|
2022
Q1 | $2.5M | Buy |
+36,371
| New | +$2.3M | 0.01% | 1266 |
|
|
2021
Q4 | – | Sell |
-209,559
| Closed | -$11M | – | 2488 |
|
|
2021
Q3 | $11M | Sell |
209,559
-41,811
| -17% | -$2.17M | 0.05% | 533 |
|
|
2021
Q2 | $13.1M | Buy |
+251,370
| New | +$13M | 0.06% | 420 |
|
|
2020
Q3 | – | Sell |
-25,634
| Closed | -$1.07M | – | 1489 |
|
|
2020
Q2 | $1.07M | Buy |
25,634
+16,676
| +186% | +$681K | 0.01% | 816 |
|
|
2020
Q1 | $334K | Buy |
8,958
+4,233
| +90% | +$174K | ﹤0.01% | 973 |
|
|
2019
Q4 | $220K | Sell |
4,725
-38,772
| -89% | -$1.77M | ﹤0.01% | 1094 |
|
|
2019
Q3 | $2.04M | Buy |
43,497
+11,518
| +36% | +$560K | 0.01% | 704 |
|
|
2019
Q2 | $1.69M | Sell |
31,979
-32,453
| -50% | -$1.85M | 0.01% | 928 |
|
|
2019
Q1 | $3.93M | Buy |
64,432
+36,513
| +131% | +$2.12M | 0.03% | 632 |
|
|
2018
Q4 | $1.43M | Sell |
27,919
-3,517
| -11% | -$193K | 0.01% | 802 |
|
|
2018
Q3 | $1.76M | Buy |
31,436
+24,811
| +375% | +$1.37M | 0.01% | 1025 |
|
|
2018
Q2 | $351K | Sell |
6,625
-11,220
| -63% | -$581K | ﹤0.01% | 1465 |
|
|
2018
Q1 | $918K | Buy |
17,845
+2,752
| +18% | +$144K | ﹤0.01% | 1244 |
|
|
2017
Q4 | $829K | Buy |
+15,093
| New | +$862K | ﹤0.01% | 1394 |
|
|
2017
Q2 | – | Sell |
-4,300
| Closed | -$256K | – | 1642 |
|
|
2017
Q1 | $256K | Buy |
+4,300
| New | +$253K | ﹤0.01% | 1436 |
|
|
2015
Q4 | – | Sell |
-71,562
| Closed | -$3.58M | – | 1373 |
|
|
2015
Q3 | $3.58M | Buy |
+71,562
| New | +$3.87M | 0.03% | 574 |
|
Other funds holding NFG
EIP
GF
Dmitry Balyasny's NFG Position: Q2 2026 in Review
Dmitry Balyasny increased its National Fuel Gas (NFG) stake by 561% in Q2 2026, buying an estimated $2.93M and bringing the position to 41,653 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1589.
Dmitry Balyasny first reported a position in NFG in Q3 2015 and has held it in 29 quarters since. The position peaked at $15.2M in Q4 2023. 648 funds tracked by Wall St. Rank hold NFG as of Q2 2026.
- Dmitry Balyasny held 41,653 shares of National Fuel Gas worth $3.22M as of Q2 2026.
- Dmitry Balyasny bought 35,350 National Fuel Gas shares in Q2 2026, an estimated $2.93M.
- National Fuel Gas made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1589 holding.
- Dmitry Balyasny first reported a position in National Fuel Gas in Q3 2015 and has held it in 29 quarters since.
- Dmitry Balyasny's National Fuel Gas position peaked at $15.2M in Q4 2023.
- 648 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.
Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.