Position in NFG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,402,466
-$297,568 QoQ
Shares Held
31,116
+8.3% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#173
of 649 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NFG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026FORTEM FINANCIAL GROUP, LLC holds $2,930,809 across 3 Oil & Gas Integrated names. NFG ranks #1 (82.0% of the industry book) .
All Filings in NFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,402,466 | 31,116 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,700,034 | 28,736 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,014,950 | 25,168 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,289,575 | 24,787 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,927,237 | 22,751 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,413,541 | 17,850 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $958,622 | 15,798 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $914,120 | 15,082 | Shares | Sole | 2024-11-18 | |
| No filing history on record for this holder in this stock. | ||||||