National Fuel Gas Company
MX ˙ BMV ˙ US6361801011
SecurityMX:NFG / National Fuel Gas Company
InstitutionRenaissance Technologies Llc
ManagerJames Simons
Latest Disclosed Ownership367,200 shares
Latest Disclosed Value $ 34,502,112
Renaissance Technologies Llc reports 1,623.94% increase in ownership of NFG / National Fuel Gas Company

On May 14, 2026 - Renaissance Technologies Llc filed a 13F-HR form disclosing ownership of 367,200 shares of National Fuel Gas Company (MX:NFG) valued at $34,502,112 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 21,300 shares of National Fuel Gas Company. This represents a change in shares of 1,623.94% 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)
2026-05-14 2026-03-31 13F NATIONAL FUEL GAS COM 636180101 367,200 345,900 1,623.94 34,502 1,923.58 0.0540
2026-02-12 2025-12-31 13F NATIONAL FUEL GAS COM 636180101 21,300 -130,100 -85.93 1,705 -87.81 0.0026
2025-11-13 2025-09-30 13F NATIONAL FUEL GAS COM 636180101 151,400 -20,221 -11.78 13,985 -3.81 0.0185
2025-08-13 2025-06-30 13F NATIONAL FUEL GAS COM 636180101 171,621 171,621 14,538 0.0193
2025-02-13 2024-12-31 13F NATIONAL FUEL GAS COM 636180101 0 -20,700 -100.00 0 -100.00
2024-11-13 2024-09-30 13F NATIONAL FUEL GAS COM 636180101 20,700 -179,200 -89.64 1,255 -88.42 0.0019
2024-08-09 2024-06-30 13F NATIONAL FUEL GAS COM 636180101 199,900 -18,800 -8.60 10,833 98,372.73 0.0184
2024-05-13 2024-03-31 13F NATIONAL FUEL GAS COM 636180101 218,700 47,900 28.04 12 37.50 0.0185
2024-02-13 2023-12-31 13F NATIONAL FUEL GAS COM 636180101 170,800 -95,400 -35.84 9 -38.46 0.0133
2023-11-14 2023-09-30 13F NATIONAL FUEL GAS COM 636180101 266,200 900 0.34 14 0.00 0.0236
2023-08-11 2023-06-30 13F NATIONAL FUEL GAS COM 636180101 265,300 254,700 2,402.83 14 0.0196
2023-05-12 2023-03-31 13F NATIONAL FUEL GAS COM 636180101 10,600 4,500 73.77 1 0.0008
2023-02-13 2022-12-31 13F NATIONAL FUEL GAS COM 636180101 6,100 -177,200 -96.67 0 -100.00 0.0005
2022-11-14 2022-09-30 13F NATIONAL FUEL GAS COM 636180101 183,300 -28,000 -13.25 11,282 -19.16 0.0160
2022-08-12 2022-06-30 13F NATIONAL FUEL GAS COM 636180101 211,300 62,700 42.19 13,956 36.70 0.0165
2022-05-13 2022-03-31 13F NATIONAL FUEL GAS COM 636180101 148,600 7,100 5.02 10,209 12.83 0.0120
2022-02-11 2021-12-31 13F NATIONAL FUEL GAS COM 636180101 141,500 -66,264 -31.89 9,048 -17.08 0.0113
2021-11-12 2021-09-30 13F NATIONAL FUEL GAS COM 636180101 207,764 31,864 18.11 10,912 18.72 0.0141
2021-08-13 2021-06-30 13F NATIONAL FUEL GAS COM 636180101 175,900 153,400 681.78 9,191 716.98 0.0115
2021-05-13 2021-03-31 13F NATIONAL FUEL GAS COM 636180101 22,500 22,500 -87.21 1,125 -87.76 0.0014
2021-02-10 2020-12-31 13F NATIONAL FUEL GAS CO N J COM 636180101 0 -71,600 -100.00 0 -100.00
2020-11-13 2020-09-30 13F NATIONAL FUEL GAS CO N J COM 636180101 71,600 -80,700 -52.99 2,906 -54.49 0.0029
2020-08-13 2020-06-30 13F NATIONAL FUEL GAS CO N J COM 636180101 152,300 152,300 112.71 6,386 119.75 0.0055
2019-11-13 2019-09-30 13F NATIONAL FUEL GAS CO N J COM 636180101 0 -96,683 -100.00 0 -100.00
2019-08-12 2019-06-30 13F NATIONAL FUEL GAS CO N J COM 636180101 96,683 53,500 123.89 5,100 93.77 0.0045
2019-05-14 2019-03-31 13F NATIONAL FUEL GAS CO N J COM 636180101 43,183 -50,400 -53.86 2,632 -45.05 0.0024
2019-02-12 2018-12-31 13F NATIONAL FUEL GAS CO N J COM 636180101 93,583 -123,000 -56.79 4,790 -60.55 0.0052
2018-11-13 2018-09-30 13F NATIONAL FUEL GAS CO N J COM 636180101 216,583 -171,517 -44.19 12,142 -40.93 0.0125
2018-08-13 2018-06-30 13F/A-1 NATIONAL FUEL GAS CO N J COM 636180101 388,100 280,900 262.03 20,554 272.69 0.0224
2018-08-13 2018-06-30 13F NATIONAL FUEL GAS CO N J COM 636180101 107,200 5,515
2018-05-14 2018-03-31 13F NATIONAL FUEL GAS CO N J COM 636180101 107,200 31,100 40.87 5,515 31.97 0.0060
2018-02-13 2017-12-31 13F NATIONAL FUEL GAS CO N J COM 636180101 76,100 -8,200 -9.73 4,179 -12.43 0.0046
2017-11-13 2017-09-30 13F NATIONAL FUEL GAS CO N J COM 636180101 84,300 84,300 10.78 4,772 14.19 0.0056
2017-05-12 2017-03-31 13F NATIONAL FUEL GAS CO N J COM 636180101 0 -487,800 -100.00 0 -100.00
2017-02-13 2016-12-31 13F NATIONAL FUEL GAS CO N J COM 636180101 487,800 -11,700 -2.34 27,629 2.30 0.0437
2016-11-14 2016-09-30 13F NATIONAL FUEL GAS CO N J COM 636180101 499,500 165,000 49.33 27,008 41.95 0.0477
2016-08-12 2016-06-30 13F NATIONAL FUEL GAS CO N J COM 636180101 334,500 154,300 85.63 19,026 110.95 0.0362
2016-05-13 2016-03-31 13F NATIONAL FUEL GAS CO N J COM 636180101 180,200 138,400 331.10 9,019 404.70 0.0171
2016-02-11 2015-12-31 13F NATIONAL FUEL GAS CO N J COM 636180101 41,800 -94,900 -69.42 1,787 -73.84 0.0039
2015-11-12 2015-09-30 13F NATIONAL FUEL GAS CO N J COM 636180101 136,700 84,800 163.39 6,832 123.56 0.0163
2015-08-14 2015-06-30 13F NATIONAL FUEL GAS CO N J COM 636180101 51,900 -132,300 -71.82 3,056 -72.50 0.0070
2015-05-13 2015-03-31 13F NATIONAL FUEL GAS CO N J COM 636180101 184,200 25,000 15.70 11,113 0.40 0.0237
2015-02-13 2014-12-31 13F NATIONAL FUEL GAS CO N J COM 636180101 159,200 159,200 11,069 0.0267
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.