Kovitz Investment Group Partners
NFG icon

Kovitz Investment Group Partners’s National Fuel Gas NFG Stock Holding History

Kovitz Investment Group Partners’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 		$1.75M Sell
22,699
-1,515
-6% -$125K 0.04% 249
2026
Q1 		$2.28M Sell
24,214
-592
-2% -$51.7K 0.05% 209
2025
Q4 		$1.99M Buy
+24,806
New +$2.04M 0.04% 236

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State Street
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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

Kovitz Investment Group Partners's NFG Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its National Fuel Gas (NFG) stake by 6.3% in Q2 2026, selling an estimated $125K and leaving 22,699 shares worth $1.75M. The position accounts for 0.04% of the portfolio, ranked #249.

Kovitz Investment Group Partners first reported a position in NFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.28M in Q1 2026. 654 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • Kovitz Investment Group Partners held 22,699 shares of National Fuel Gas worth $1.75M as of Q2 2026.
  • Kovitz Investment Group Partners sold 1,515 National Fuel Gas shares in Q2 2026, an estimated $125K.
  • National Fuel Gas made up 0.04% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #249 holding.
  • Kovitz Investment Group Partners first reported a position in National Fuel Gas in Q4 2025 and has held it in 3 quarters since.
  • Kovitz Investment Group Partners's National Fuel Gas position peaked at $2.28M in Q1 2026.
  • 654 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.