Graham Capital Management’s National Fuel Gas NFG Stock Holding History

Graham 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 Q2	$756K	Buy	+9,795	New	+$811K	0.01%	586
2025 Q3	–	Sell	-19,689	Closed	-$1.67M	–	1512
2025 Q2	$1.67M	Buy	+19,689	New	+$1.59M	0.03%	417
2025 Q1	–	Sell	-10,251	Closed	-$622K	–	1440
2024 Q4	$622K	Buy	+10,251	New	+$628K	0.01%	663
2023 Q3	–	Sell	-5,382	Closed	-$276K	–	1201
2023 Q2	$276K	Buy	+5,382	New	+$286K	0.01%	718
2023 Q1	–	Sell	-7,126	Closed	-$451K	–	1243
2022 Q4	$451K	Sell	7,126 -947	-12%	-$61K	0.01%	784
2022 Q3	$496K	Buy	+8,073	New	+$557K	0.02%	744

Other funds holding NFG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Graham Capital Management's NFG Position: Q2 2026 in Review

Graham Capital Management opened a new position in National Fuel Gas (NFG) in Q2 2026: 9,795 shares worth $756K. The stake represents 0.01% of the portfolio and ranks #586 among its holdings. This is a return to the name: Graham Capital Management previously reported a position in NFG as recently as Q2 2025.

Graham Capital Management first reported a position in NFG in Q3 2022 and has held it in 6 quarters since. The position peaked at $1.67M in Q2 2025. 654 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

Graham Capital Management held 9,795 shares of National Fuel Gas worth $756K as of Q2 2026.
National Fuel Gas was a new Graham Capital Management position in Q2 2026.
National Fuel Gas made up 0.01% of Graham Capital Management's portfolio in Q2 2026, its #586 holding.
Graham Capital Management first reported a position in National Fuel Gas in Q3 2022 and has held it in 6 quarters since.
Graham Capital Management's National Fuel Gas position peaked at $1.67M in Q2 2025.
654 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on Graham Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.