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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
2020
Q2 		– Sell
-100,000
Closed -$3.73M – 35
2020
Q1 		$3.73M Buy
100,000
+10,000
+11% +$410K 5.95% 6
2019
Q4 		$4.19M Sell
90,000
-20,000
-18% -$912K 2.63% 19
2019
Q3 		$5.16M Sell
110,000
-340,000
-76% -$16.5M 3.5% 10
2019
Q2 		$23.7M Buy
+450,000
New +$25.6M 6.85% 2

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. 654 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.
  • 654 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.