National Fuel Gas Company
US ˙ NYSE ˙ US6361801011

SecurityNFG / National Fuel Gas Company
InstitutionSei Investments Co
Latest Disclosed Ownership333,052 shares
Latest Disclosed Value $ 26,660,471
Sei Investments Co reports 6.61% increase in ownership of NFG / National Fuel Gas Company

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 333,052 shares of National Fuel Gas Company (US:NFG) valued at $26,664,143 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 312,391 shares of National Fuel Gas Company. This represents a change in shares of 6.61% during the quarter. The current value of the position is $25,794,877 USD.

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.

Upgrade to unlock premium data and export to Excel .

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)
2026-02-13 2025-12-31 13F NATIONAL FUEL GAS COM 636180101 333,052 20,661 6.61 26,660 -7.61 0.0263
2025-11-13 2025-09-30 13F NATIONAL FUEL GAS COM 636180101 312,391 120,247 62.58 28,856 77.29 0.0310
2025-08-14 2025-06-30 13F NATIONAL FUEL GAS COM 636180101 192,144 39,181 25.61 16,276 34.38 0.0189
2025-05-14 2025-03-31 13F/A-1 NATIONAL FUEL GAS COM 636180101 152,963 14,434 10.42 12,112 44.09 0.0156
2025-05-13 2025-03-31 13F NATIONAL FUEL GAS COM 636180101 140,856 2,327 10,472 0.0114
2025-02-11 2024-12-31 13F NATIONAL FUEL GAS COM 636180101 138,529 -4,068 -2.85 8,406 -2.73 0.0108
2024-11-12 2024-09-30 13F NATIONAL FUEL GAS COM 636180101 142,597 -17,793 -11.09 8,643 -0.58 0.0112
2024-08-13 2024-06-30 13F NATIONAL FUEL GAS COM 636180101 160,390 -30,606 -16.02 8,692 -15.27 0.0123
2024-05-07 2024-03-31 13F NATIONAL FUEL GAS COM 636180101 190,996 32,121 20.22 10,260 28.77 0.0150
2024-02-14 2023-12-31 13F NATIONAL FUEL GAS COM 636180101 158,875 -9,144 -5.44 7,967 -8.65 0.0128
2023-11-14 2023-09-30 13F NATIONAL FUEL GAS COM 636180101 168,019 82,616 96.74 8,722 98.84 0.0157
2023-08-11 2023-06-30 13F NATIONAL FUEL GAS COM 636180101 85,403 -7,431 -8.00 4,387 -18.17 0.0077
2023-05-12 2023-03-31 13F NATIONAL FUEL GAS COM 636180101 92,834 12,178 15.10 5,360 4.97 0.0100
2023-02-10 2022-12-31 13F NATIONAL FUEL GAS COM 636180101 80,656 -15,064 -15.74 5,107 -13.34 0.0113
2022-11-14 2022-09-30 13F NATIONAL FUEL GAS COM 636180101 95,720 -19,651 -17.03 5,892 -22.16 0.0131
2022-08-15 2022-06-30 13F NATIONAL FUEL GAS COM 636180101 115,371 79,702 223.45 7,569 209.70 0.0163
2022-05-13 2022-03-31 13F NATIONAL FUEL GAS COM 636180101 35,669 632 1.80 2,444 9.25 0.0049
2022-02-14 2021-12-31 13F NATIONAL FUEL GAS COM 636180101 35,037 6,790 24.04 2,237 49.93 0.0042
2021-11-12 2021-09-30 13F NATIONAL FUEL GAS COM 636180101 28,247 107 0.38 1,492 0.81 0.0031
2021-08-06 2021-06-30 13F NATIONAL FUEL GAS COM 636180101 28,140 -735 -2.55 1,480 24.06 0.0033
2021-05-12 2021-03-31 13F NATIONAL FUEL GAS COM 636180101 28,875 -4,266 -12.87 1,193 -12.79 0.0030
2021-02-08 2020-12-31 13F NATIONAL FUEL GAS CO N J COM 636180101 33,141 -2,245 -6.34 1,368 -5.79 0.0035
2020-12-04 2020-09-30 13F/A-1 NATIONAL FUEL GAS CO N J COM 636180101 35,386 -14,432 -28.97 1,452 -31.18 0.0042
2020-11-06 2020-09-30 13F NATIONAL FUEL GAS CO N J COM 636180101 49,613 -205 2,029 4,885.3809
2020-08-17 2020-06-30 13F/A-1 NATIONAL FUEL GAS CO N J COM 636180101 49,818 -934 -1.84 2,110 9.44 0.0065
2020-08-11 2020-06-30 13F NATIONAL FUEL GAS CO N J COM 636180101 48,345 -2,407 2,058 5,582.4345
2020-05-14 2020-03-31 13F NATIONAL FUEL GAS CO N J COM 636180101 50,752 17,387 52.11 1,928 23.83 0.0071
2020-02-06 2019-12-31 13F NATIONAL FUEL GAS CO N J COM 636180101 33,365 -10,766 -24.40 1,557 -25.00 0.0046
2019-11-12 2019-09-30 13F NATIONAL FUEL GAS CO N J COM 636180101 44,131 -48,449 -52.33 2,076 -57.39 0.0053
2019-08-14 2019-06-30 13F NATIONAL FUEL GAS CO N J COM 636180101 92,580 -94,927 -50.63 4,872 -57.38 0.0159
2019-05-15 2019-03-31 13F NATIONAL FUEL GAS CO N J COM 636180101 187,507 22,419 13.58 11,431 23.97 0.0384
2019-02-13 2018-12-31 13F NATIONAL FUEL GAS CO N J COM 636180101 165,088 6,888 4.35 9,221 3.97 0.0328
2018-11-08 2018-09-30 13F NATIONAL FUEL GAS CO N J COM 636180101 158,200 -2,962 -1.84 8,869 3.91 0.0321
2018-08-03 2018-06-30 13F NATIONAL FUEL GAS CO N J COM 636180101 161,162 28,565 21.54 8,535 25.11 0.0290
2018-05-11 2018-03-31 13F NATIONAL FUEL GAS CO N J COM 636180101 132,597 38,202 40.47 6,822 31.62 0.0262
2018-02-08 2017-12-31 13F NATIONAL FUEL GAS CO N J COM 636180101 94,395 -3,513 -3.59 5,183 -6.49 0.0180
2017-11-06 2017-09-30 13F NATIONAL FUEL GAS CO N J COM 636180101 97,908 -14,923 -13.23 5,543 -12.03 0.0197
2017-07-31 2017-06-30 13F NATIONAL FUEL GAS CO N J COM 636180101 112,831 31,836 39.31 6,301 30.48 0.0251
2017-05-05 2017-03-31 13F NATIONAL FUEL GAS CO N J COM 636180101 80,995 27,632 51.78 4,829 59.79 0.0212
2017-02-02 2016-12-31 13F NATIONAL FUEL GAS CO N J COM 636180101 53,363 53,197 32,046.39 3,022 33,477.78 0.0146
2016-11-04 2016-09-30 13F NATIONAL FUEL GAS CO N J COM 636180101 166 103 163.49 9 125.00 0.0000
2016-08-11 2016-06-30 13F NATIONAL FUEL GAS CO N J COM 636180101 63 -744 -92.19 4 -90.00 0.0000
2016-05-10 2016-03-31 13F/A-1 NATIONAL FUEL GAS CO N J COM 636180101 807 15 1.89 40 17.65 0.0002
2016-02-03 2015-12-31 13F NATIONAL FUEL GAS CO N J COM 636180101 792 625 374.25 34 325.00 0.0002
2015-11-02 2015-09-30 13F/A-1 NATIONAL FUEL GAS CO N J COM 636180101 167 -3 -1.76 8 -20.00 0.0001
2015-10-30 2015-09-30 13F NATIONAL FUEL GAS CO N J COM 636180101 167 9
2015-08-07 2015-06-30 13F/A-1 NATIONAL FUEL GAS CO N J COM 636180101 170 0 0.00 10 11.11 0.0001
2015-08-04 2015-06-30 13F NATIONAL FUEL GAS CO N J COM 636180101 170 0 10 0.0001
2015-05-14 2015-03-31 13F/A-1 NATIONAL FUEL GAS CO N J COM 636180101 170 -14 -7.61 9 -25.00 0.0001
2015-05-01 2015-03-31 13F NATIONAL COMM COM 636180101 170 9
2015-02-10 2014-12-31 13F NATIONAL FUEL GAS CO N J COM 636180101 184 184 12 0.0001
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.