Position in NFG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,963,599
-$1,293,197 QoQ
Shares Held
64,287
-3.5% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
2.72%
of 13F equity value
Holder Rank
#104
of 649 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NFG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Bernzott Capital Advisors holds $4,963,599 across 1 Oil & Gas Integrated name. NFG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFG |
National Fuel Gas Co
This page
|
64,287 | $4,963,599 |
All Filings in NFG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,963,599 | 64,287 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $6,256,796 | 66,590 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,058,641 | 50,695 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,775,344 | 51,698 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,460,320 | 52,654 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,400,610 | 80,826 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $7,477,293 | 123,225 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $8,192,956 | 135,175 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,318,901 | 135,060 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $8,335,732 | 155,170 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,824,636 | 116,098 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,255,356 | 139,768 | Shares | Sole | 2023-10-23 | |
| No filing history on record for this holder in this stock. | ||||||