Covalis Capital LLP

Position in NFG — National Fuel Gas Co

CIK 1698819 LONDON, X0

Position in NFG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$17,121,109

+$9,311,657 QoQ

Shares Held

182,217

+86.8% QoQ

Ownership

0.192%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

Covalis Capital LLP holds $32,984,281 across 3 Oil & Gas Integrated names. NFG ranks #1 (51.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFG	National Fuel Gas Co This page	182,217	$17,121,109
2	SHEL	Shell plc	106,629	$9,916,497
3	BP	Bp PLC	126,525	$5,946,675

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,121,109	182,217	+86.8%	Shares	Sole	2026-05-15
2025-12-31	$7,809,452	97,545	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.