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Poplar Forest Capital’s National Fuel Gas NFG Stock Holding History

Poplar Forest Capital’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
2025
Q1 		$30.2M Sell
381,605
-47,060
-11% -$3.38M 5.37% 3
2024
Q4 		$26M Sell
428,665
-149,098
-26% -$9.14M 4.79% 4
2024
Q3 		$35M Sell
577,763
-8,695
-1% -$508K 4.77% 5
2024
Q2 		$31.8M Buy
586,458
+1,000
+0.2% +$54.8K 4.44% 4
2024
Q1 		$31.5M Buy
585,458
+75,071
+15% +$3.71M 4.22% 4
2023
Q4 		$25.6M Sell
510,387
-204,872
-29% -$10.6M 3.72% 12
2023
Q3 		$37.1M Buy
715,259
+103,465
+17% +$5.45M 4.31% 8
2023
Q2 		$31.4M Buy
611,794
+57,983
+10% +$3.08M 4.11% 8
2023
Q1 		$32M Buy
553,811
+31,126
+6% +$1.8M 3.81% 11
2022
Q4 		$33.1M Sell
522,685
-44,922
-8% -$2.89M 3.99% 11
2022
Q3 		$34.9M Sell
567,607
-1,680
-0.3% -$116K 4.45% 5
2022
Q2 		$37.6M Sell
569,287
-12,343
-2% -$866K 4.32% 5
2022
Q1 		$40M Sell
581,630
-115,441
-17% -$7.3M 4.16% 7
2021
Q4 		$44.6M Sell
697,071
-72,878
-9% -$4.35M 4.68% 4
2021
Q3 		$40.4M Sell
769,949
-20,172
-3% -$1.04M 4.15% 9
2021
Q2 		$41.3M Sell
790,121
-36,500
-4% -$1.89M 4.06% 8
2021
Q1 		$41.3M Buy
826,621
+328,949
+66% +$14.9M 4.13% 9
2020
Q4 		$20.5M Buy
+497,672
New +$20.7M 2.4% 23

Other funds holding NFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Poplar Forest Capital's NFG Position: Q1 2025 in Review

Poplar Forest Capital reduced its National Fuel Gas (NFG) stake by 11% in Q1 2025, selling an estimated $3.38M and leaving 381,605 shares worth $30.2M. The position accounts for 5.37% of the portfolio, ranked #3.

Poplar Forest Capital first reported a position in NFG in Q4 2020 and has held it in 18 quarters since. The position peaked at $44.6M in Q4 2021. 573 funds tracked by Wall St. Rank hold NFG as of Q1 2025.

  • Poplar Forest Capital held 381,605 shares of National Fuel Gas worth $30.2M as of Q1 2025.
  • Poplar Forest Capital sold 47,060 National Fuel Gas shares in Q1 2025, an estimated $3.38M.
  • National Fuel Gas made up 5.37% of Poplar Forest Capital's portfolio in Q1 2025, its #3 holding.
  • Poplar Forest Capital first reported a position in National Fuel Gas in Q4 2020 and has held it in 18 quarters since.
  • Poplar Forest Capital's National Fuel Gas position peaked at $44.6M in Q4 2021.
  • 573 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2025.

Based on Poplar Forest Capital's 13F filing for Q1 2025, filed 6 May 2025.