National Fuel Gas Company
MX ˙ BMV ˙ US6361801011
SecurityMX:NFG / National Fuel Gas Company
InstitutionMontag A & Associates Inc
Latest Disclosed Ownership14,178 shares
Latest Disclosed Value $ 1,339,394
Montag A & Associates Inc ownership in NFG / National Fuel Gas Company

On April 29, 2026 - Montag A & Associates Inc filed a 13F-HR form disclosing ownership of 14,178 shares of National Fuel Gas Company (MX:NFG) valued at $1,339,394 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 14,178 shares of National Fuel Gas Company. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-29 2026-03-31 13F NATIONAL FUEL GAS COM 636180101 14,178 0 0.00 1,339 17.25 0.0622
2026-02-02 2025-12-31 13F NATIONAL FUEL GAS COM 636180101 14,178 0 0.00 1,142 -13.22 0.0521
2025-11-12 2025-09-30 13F NATIONAL FUEL GAS COM 636180101 14,178 0 0.00 1,317 8.94 0.0606
2025-08-07 2025-06-30 13F NATIONAL FUEL GAS COM 636180101 14,178 0 0.00 1,208 7.00 0.0589
2025-05-05 2025-03-31 13F NATIONAL FUEL GAS COM 636180101 14,178 0 0.00 1,130 30.22 0.0565
2025-01-30 2024-12-31 13F NATIONAL FUEL GAS COM 636180101 14,178 0 0.00 867 0.12 0.0412
2024-11-05 2024-09-30 13F NATIONAL FUEL GAS COM 636180101 14,178 0 0.00 866 11.74 0.0409
2024-07-31 2024-06-30 13F NATIONAL FUEL GAS COM 636180101 14,178 0 0.00 775 0.91 0.0391
2024-05-07 2024-03-31 13F NATIONAL FUEL GAS COM 636180101 14,178 0 0.00 768 7.11 0.0384
2024-02-07 2023-12-31 13F NATIONAL FUEL GAS COM 636180101 14,178 0 0.00 718 -3.37 0.0400
2023-11-09 2023-09-30 13F NATIONAL FUEL GAS COM 636180101 14,178 0 0.00 743 1.09 0.0469
2023-08-09 2023-06-30 13F NATIONAL FUEL GAS COM 636180101 14,178 0 0.00 735 -11.03 0.0453
2023-05-11 2023-03-31 13F NATIONAL FUEL GAS COM 636180101 14,178 0 0.00 825 -8.64 0.0539
2023-02-02 2022-12-31 13F NATIONAL FUEL GAS COM 636180101 14,178 0 0.00 904 2.73 0.0605
2022-11-09 2022-09-30 13F NATIONAL FUEL GAS COM 636180101 14,178 0 0.00 879 -6.79 0.0609
2022-08-10 2022-06-30 13F NATIONAL FUEL GAS COM 636180101 14,178 0 0.00 943 -3.18 0.0610
2022-05-02 2022-03-31 13F NATIONAL FUEL GAS COM 636180101 14,178 0 0.00 974 7.39 0.0517
2022-02-09 2021-12-31 13F NATIONAL FUEL GAS COM 636180101 14,178 0 0.00 907 21.74 0.0447
2021-11-08 2021-09-30 13F NATIONAL FUEL GAS COM 636180101 14,178 0 0.00 745 0.54 0.0400
2021-08-03 2021-06-30 13F NATIONAL FUEL GAS COM 636180101 14,178 0 0.00 741 4.51 0.0393
2021-05-14 2021-03-31 13F NATIONAL FUEL GAS COM 636180101 14,178 0 0.00 709 21.61 0.0399
2021-02-12 2020-12-31 13F NATIONAL FUEL GAS CO N J COM 636180101 14,178 -2 -0.01 583 1.22 0.0358
2020-11-12 2020-09-30 13F NATIONAL FUEL GAS N J COM 636180101 14,180 0 0.00 576 -3.19 0.0465
2020-08-04 2020-06-30 13F NATIONAL FUEL GAS N J COM 636180101 14,180 0 0.00 595 12.48 0.0521
2020-05-06 2020-03-31 13F NATIONAL FUEL GAS N J COM 636180101 14,180 0 0.00 529 -19.85 0.0528
2020-02-05 2019-12-31 13F NATIONAL FUEL GAS N J COM 636180101 14,180 0 0.00 660 -0.75 0.0528
2019-11-04 2019-09-30 13F NATIONAL FUEL GAS N J COM 636180101 14,180 0 0.00 665 -11.10 0.0579
2019-08-06 2019-06-30 13F NATIONAL FUEL GAS N J COM 636180101 14,180 9,680 215.11 748 172.99 0.0667
2019-05-01 2019-03-31 13F NATIONAL FUEL GAS N J COM 636180101 4,500 0 0.00 274 19.13 0.0254
2019-02-06 2018-12-31 13F NATIONAL FUEL GAS N J COM 636180101 4,500 0 0.00 230 -8.73 0.0247
2018-11-07 2018-09-30 13F NATIONAL FUEL GAS N J COM 636180101 4,500 0 0.00 252 5.88 0.0221
2018-08-08 2018-06-30 13F/A-1 NATIONAL FUEL GAS N J COM 636180101 4,500 0 0.00 238 2.59 0.0244
2018-08-01 2018-06-30 13F NATIONAL FUEL GAS N J COM 636180101 4,500 0 238
2018-05-07 2018-03-31 13F NATIONAL FUEL GAS N J COM 636180101 4,500 0 0.00 232 -6.07 0.0239
2018-02-09 2017-12-31 13F NATIONAL FUEL GAS N J COM 636180101 4,500 4,500 247 0.0239
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.