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Summit Global Investments’s National Fuel Gas NFG Stock Holding History

Summit Global Investments’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 		$1.1M Sell
14,254
-10,282
-42% -$851K 0.06% 186
2026
Q1 		$2.31M Sell
24,536
-982
-4% -$85.7K 0.14% 79
2025
Q4 		$2.04M Sell
25,518
-24,873
-49% -$2.05M 0.12% 96
2025
Q3 		$4.66M Buy
50,391
+7,302
+17% +$637K 0.27% 58
2025
Q2 		$3.65M Sell
43,089
-5,262
-11% -$425K 0.22% 75
2025
Q1 		$3.83M Sell
48,351
-6,485
-12% -$466K 0.28% 58
2024
Q4 		$3.33M Buy
54,836
+7,740
+16% +$474K 0.21% 100
2024
Q3 		$2.85M Buy
47,096
+20,382
+76% +$1.19M 0.18% 101
2024
Q2 		$1.45M Buy
26,714
+413
+2% +$22.6K 0.1% 164
2024
Q1 		$1.41M Sell
26,301
-38,302
-59% -$1.89M 0.11% 143
2023
Q4 		$3.24M Sell
64,603
-2,575
-4% -$133K 0.21% 96
2023
Q3 		$3.49M Buy
67,178
+31,215
+87% +$1.64M 0.23% 91
2023
Q2 		$1.85M Buy
35,963
+5,033
+16% +$268K 0.12% 143
2023
Q1 		$1.79M Buy
+30,930
New +$1.79M 0.14% 149
2019
Q4 		– Sell
-200,223
Closed -$9.39M – 290
2019
Q3 		$9.39M Buy
200,223
+2,285
+1% +$111K 1.09% 32
2019
Q2 		$10.4M Sell
197,938
-655
-0.3% -$37.3K 1.31% 18
2019
Q1 		$12.1M Buy
198,593
+2,733
+1% +$159K 1.55% 15
2018
Q4 		$10M Buy
+195,860
New +$10.7M 1.55% 14

Other funds holding NFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Summit Global Investments's NFG Position: Q2 2026 in Review

Summit Global Investments reduced its National Fuel Gas (NFG) stake by 42% in Q2 2026, selling an estimated $851K and leaving 14,254 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #186.

Summit Global Investments first reported a position in NFG in Q4 2018 and has held it in 18 quarters since. The position peaked at $12.1M in Q1 2019. 652 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • Summit Global Investments held 14,254 shares of National Fuel Gas worth $1.1M as of Q2 2026.
  • Summit Global Investments sold 10,282 National Fuel Gas shares in Q2 2026, an estimated $851K.
  • National Fuel Gas made up 0.06% of Summit Global Investments's portfolio in Q2 2026, its #186 holding.
  • Summit Global Investments first reported a position in National Fuel Gas in Q4 2018 and has held it in 18 quarters since.
  • Summit Global Investments's National Fuel Gas position peaked at $12.1M in Q1 2019.
  • 652 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.