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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$98M	Sell	1,043,272 -62,707	-6%	-$5.47M	4.84%	5
2025 Q4	$88.5M	Buy	1,105,979 +927,873	+521%	+$76.4M	4.35%	3
2025 Q3	$16.5M	Sell	178,106 -294,684	-62%	-$25.7M	0.85%	56
2025 Q2	$40.1M	Buy	472,790 +238,150	+101%	+$19.2M	2.66%	11
2025 Q1	$18.6M	Sell	234,640 -333,984	-59%	-$24M	1.36%	46
2024 Q4	$34.5M	Buy	568,624 +180,868	+47%	+$11.1M	2.18%	22
2024 Q3	$23.5M	Sell	387,756 -136,137	-26%	-$7.96M	1.58%	31
2024 Q2	$28.4M	Buy	523,893 +336,555	+180%	+$18.4M	2.53%	17
2024 Q1	$10.1M	Buy	+187,338	New	+$9.26M	0.87%	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	–	54
2020 Q3	$1.88M	Buy	+46,340	New	+$1.97M	2.63%	17
2020 Q2	–	Hold	0	–	–	–	36
2020 Q1	–	Hold	0	–	–	–	32
2019 Q4	–	Hold	0	–	–	–	44
2019 Q3	–	Hold	0	–	–	–	53
2019 Q2	–	Hold	0	–	–	–	55