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

Yaupon 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
2026
Q2 		$120M Buy
1,559,618
+516,346
+49% +$42.7M 2.37% 3
2026
Q1 		$98M Sell
1,043,272
-62,707
-6% -$5.47M 3.06% 5
2025
Q4 		$88.5M Buy
1,105,979
+927,873
+521% +$76.4M 3.2% 3
2025
Q3 		$16.5M Sell
178,106
-294,684
-62% -$25.7M 0.63% 56
2025
Q2 		$40.1M Buy
472,790
+238,150
+101% +$19.2M 1.8% 11
2025
Q1 		$18.6M Sell
234,640
-333,984
-59% -$24M 0.95% 46
2024
Q4 		$34.5M Buy
568,624
+180,868
+47% +$11.1M 1.42% 22
2024
Q3 		$23.5M Sell
387,756
-136,137
-26% -$7.96M 1.28% 31
2024
Q2 		$28.4M Buy
523,893
+336,555
+180% +$18.4M 1.44% 17
2024
Q1 		$10.1M Buy
+187,338
New +$9.26M 0.51% 59
2021
Q2 		– Sell
-16,600
Closed -$830K – 65
2021
Q1 		$830K Buy
+16,600
New +$753K 0.71% 37
2020
Q4 		– Sell
-46,340
Closed -$1.88M – 53
2020
Q3 		$1.88M Buy
+46,340
New +$1.97M 2.28% 17

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

Yaupon Capital Management's NFG Position: Q2 2026 in Review

Yaupon Capital Management increased its National Fuel Gas (NFG) stake by 49% in Q2 2026, buying an estimated $42.7M and bringing the position to 1,559,618 shares worth $120M. The position accounts for 2.37% of the portfolio, ranked #3.

Yaupon Capital Management first reported a position in NFG in Q3 2020 and has held it in 12 quarters since. 652 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • Yaupon Capital Management held 1,559,618 shares of National Fuel Gas worth $120M as of Q2 2026.
  • Yaupon Capital Management bought 516,346 National Fuel Gas shares in Q2 2026, an estimated $42.7M.
  • National Fuel Gas made up 2.37% of Yaupon Capital Management's portfolio in Q2 2026, its #3 holding.
  • Yaupon Capital Management first reported a position in National Fuel Gas in Q3 2020 and has held it in 12 quarters since.
  • 652 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on Yaupon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.