YCM
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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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Yaupon Capital Management's NFG Position: Q1 2026 in Review

Yaupon Capital Management reduced its National Fuel Gas (NFG) stake by 5.7% in Q1 2026, selling an estimated $5.47M and leaving 1,043,272 shares worth $98M. The position accounts for 3.06% of the portfolio, ranked #5.

Yaupon Capital Management first reported a position in NFG in Q3 2020 and has held it in 11 quarters since. 654 funds tracked by Wall St. Rank hold NFG as of Q1 2026.

  • Yaupon Capital Management held 1,043,272 shares of National Fuel Gas worth $98M as of Q1 2026.
  • Yaupon Capital Management sold 62,707 National Fuel Gas shares in Q1 2026, an estimated $5.47M.
  • National Fuel Gas made up 3.06% of Yaupon Capital Management's portfolio in Q1 2026, its #5 holding.
  • Yaupon Capital Management first reported a position in National Fuel Gas in Q3 2020 and has held it in 11 quarters since.
  • 654 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2026.

Based on Yaupon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.