Lummis Asset Management
NFG icon

Lummis Asset Management’s National Fuel Gas NFG Stock Holding History

Lummis Asset 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
Q3 		$3.03K Hold
40
– – ﹤0.01% 156
2026
Q2 		$3.09K Hold
40
– – ﹤0.01% 160
2026
Q1 		$3.76K Hold
40
– – ﹤0.01% 156
2025
Q4 		$3.2K Buy
+40
New +$3.3K ﹤0.01% 156

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Lummis Asset Management's NFG Position: Q3 2026 in Review

Lummis Asset Management held its National Fuel Gas (NFG) position steady in Q3 2026 at 40 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

Lummis Asset Management first reported a position in NFG in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.76K in Q1 2026. 447 funds tracked by Wall St. Rank hold NFG as of Q3 2026.

  • Lummis Asset Management held 40 shares of National Fuel Gas worth $3.03K as of Q3 2026.
  • Lummis Asset Management left its National Fuel Gas share count unchanged in Q3 2026.
  • National Fuel Gas made up ﹤0.01% of Lummis Asset Management's portfolio in Q3 2026, its #156 holding.
  • Lummis Asset Management first reported a position in National Fuel Gas in Q4 2025 and has held it in 4 quarters since.
  • Lummis Asset Management's National Fuel Gas position peaked at $3.76K in Q1 2026.
  • 447 funds tracked by Wall St. Rank held National Fuel Gas as of Q3 2026.

Based on Lummis Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.