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

Poehling 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
2024 Q4	–	Sell	-13,706	Closed	-$831K	–	140
2024 Q3	$831K	Sell	13,706 -702	-5%	-$41K	0.21%	78
2024 Q2	$781K	Sell	14,408 -529	-4%	-$29K	0.21%	76
2024 Q1	$802K	Sell	14,937 -109	-0.7%	-$5.39K	0.22%	78
2023 Q4	$755K	Sell	15,046 -56	-0.4%	-$2.89K	0.24%	76
2023 Q3	$784K	Sell	15,102 -654	-4%	-$34.4K	0.27%	73
2023 Q2	$809K	Sell	15,756 -5,852	-27%	-$311K	0.27%	74
2023 Q1	$1.25M	Sell	21,608 -495	-2%	-$28.7K	0.42%	66
2022 Q4	$1.4M	Sell	22,103 -2	-0%	-$129	0.52%	62
2022 Q3	$1.36M	Sell	22,105 -950	-4%	-$65.5K	0.57%	53
2022 Q2	$1.52M	Sell	23,055 -1,098	-5%	-$77K	0.57%	48
2022 Q1	$1.66M	Buy	+24,153	New	+$1.53M	0.51%	55
2018 Q2	–	Sell	-15	Closed	-$1K	–	318
2018 Q1	$1K	Hold	15	–	–	﹤0.01%	298
2017 Q4	$1K	Buy	+15	New	+$857	﹤0.01%	274

Other funds holding NFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Poehling Capital Management's NFG Position: Q4 2024 in Review

Poehling Capital Management sold out of National Fuel Gas (NFG) in Q4 2024, closing a stake of 13,706 shares — an estimated $831K sold.

Poehling Capital Management first reported a position in NFG in Q4 2017 and held it in 13 quarters. The position peaked at $1.66M in Q1 2022. 492 funds tracked by Wall St. Rank hold NFG as of Q4 2024.

Poehling Capital Management reported no remaining National Fuel Gas position as of Q4 2024 after selling out during the quarter.
Poehling Capital Management sold 13,706 National Fuel Gas shares in Q4 2024, an estimated $831K.
Poehling Capital Management first reported a position in National Fuel Gas in Q4 2017 and held it in 13 quarters.
Poehling Capital Management's National Fuel Gas position peaked at $1.66M in Q1 2022.
492 funds tracked by Wall St. Rank held National Fuel Gas as of Q4 2024.

Based on Poehling Capital Management's 13F filing for Q4 2024, filed 18 Feb 2025.