NATIONAL FUEL GAS CO · CUSIP 636180101 · CIK 1755028
As of 2026-06-30, Yaupon Capital Management LP reported 1.56M NFG (shares), valued at $120.42M, or 4.01% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 49.49%; reported value increased 22.84%, and weight changed -0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.01% | 1,559,618 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 4.84% | 1,043,272 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 4.35% | 1,105,979 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 0.85% | 178,106 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 2.66% | 472,790 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 1.36% | 234,640 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 2.18% | 568,624 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 1.58% | 387,756 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 2.53% | 523,893 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 0.87% | 187,338 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | 0.87% | 187,338 | $10.06M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 2.53% | 523,893 | $28.39M | Shares increased 179.65%; reported value increased 182.10%, and weight changed +1.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 1.58% | 387,756 | $23.50M | Shares decreased 25.99%; reported value decreased 17.22%, and weight changed -0.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 2.18% | 568,624 | $34.50M | Shares increased 46.64%; reported value increased 46.81%, and weight changed +0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 1.36% | 234,640 | $18.58M | Shares decreased 58.74%; reported value decreased 46.15%, and weight changed -0.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 2.66% | 472,790 | $40.05M | Shares increased 101.50%; reported value increased 115.54%, and weight changed +1.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 0.85% | 178,106 | $16.45M | Shares decreased 62.33%; reported value decreased 58.92%, and weight changed -1.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 4.35% | 1,105,979 | $88.54M | Shares increased 520.97%; reported value increased 438.21%, and weight changed +3.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 4.84% | 1,043,272 | $98.03M | Shares decreased 5.67%; reported value increased 10.71%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 4.01% | 1,559,618 | $120.42M | Shares increased 49.49%; reported value increased 22.84%, and weight changed -0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.