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Thompson Siegel & Walmsley’s National Fuel Gas NFG Stock Holding History

Thompson Siegel & Walmsley’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 		$30.4M Buy
394,075
+296,355
+303% +$24.5M 0.55% 63
2026
Q1 		$9.18M Sell
97,720
-28,278
-22% -$2.47M 0.16% 137
2025
Q4 		$10.1M Buy
125,998
+8,890
+8% +$732K 0.17% 137
2025
Q3 		$10.8M Buy
117,108
+127
+0.1% +$11.1K 0.17% 125
2025
Q2 		$9.91M Sell
116,981
-181,199
-61% -$14.6M 0.16% 132
2025
Q1 		$23.6M Sell
298,180
-720,855
-71% -$51.8M 0.4% 75
2024
Q4 		$61.8M Sell
1,019,035
-33,093
-3% -$2.03M 0.96% 40
2024
Q3 		$63.8M Sell
1,052,128
-103,762
-9% -$6.07M 0.95% 38
2024
Q2 		$62.6M Sell
1,155,890
-132,944
-10% -$7.29M 1% 38
2024
Q1 		$69.2M Buy
1,288,834
+246,325
+24% +$12.2M 1.06% 25
2023
Q4 		$52.3M Buy
1,042,509
+193,910
+23% +$10M 0.85% 42
2023
Q3 		$44.1M Buy
848,599
+122,986
+17% +$6.48M 0.73% 52
2023
Q2 		$37.3M Sell
725,613
-961
-0.1% -$51.1K 0.59% 59
2023
Q1 		$42M Buy
726,574
+512,407
+239% +$29.7M 0.68% 60
2022
Q4 		$13.6M Buy
+214,167
New +$13.8M 0.22% 107
2017
Q2 		– Sell
-71,630
Closed -$4.27M – 877
2017
Q1 		$4.27M Buy
+71,630
New +$4.22M 0.05% 262

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

Thompson Siegel & Walmsley's NFG Position: Q2 2026 in Review

Thompson Siegel & Walmsley increased its National Fuel Gas (NFG) stake by 303% in Q2 2026, buying an estimated $24.5M and bringing the position to 394,075 shares worth $30.4M. The position accounts for 0.55% of the portfolio, ranked #63.

Thompson Siegel & Walmsley first reported a position in NFG in Q1 2017 and has held it in 16 quarters since. The position peaked at $69.2M in Q1 2024. 653 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • Thompson Siegel & Walmsley held 394,075 shares of National Fuel Gas worth $30.4M as of Q2 2026.
  • Thompson Siegel & Walmsley bought 296,355 National Fuel Gas shares in Q2 2026, an estimated $24.5M.
  • National Fuel Gas made up 0.55% of Thompson Siegel & Walmsley's portfolio in Q2 2026, its #63 holding.
  • Thompson Siegel & Walmsley first reported a position in National Fuel Gas in Q1 2017 and has held it in 16 quarters since.
  • Thompson Siegel & Walmsley's National Fuel Gas position peaked at $69.2M in Q1 2024.
  • 653 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on Thompson Siegel & Walmsley's 13F filing for Q2 2026, filed 11 Aug 2026.