SEC 13F Intelligence

Equity Investment Corp / NFG

Equity Investment Corp’s National Fuel Gas Co Position

Does Equity Investment Corp own National Fuel Gas Co (NFG)? Yes — 1.02M shares worth $96M (+1.88% of its 13F portfolio) as of Q1 2026, down from 1.03M shares the prior filed quarter.

Position Value
$96M
Q1 2026
Shares
1.02M
% of Portfolio
+1.88%
Quarters Held
25
currently held

Position History NFG

Reported value by quarter
Q1 ’20: $26MQ1 ’20Q2 ’20: $28MQ3 ’20: $25MQ4 ’20: $23MQ1 ’21: $28MQ1 ’21Q2 ’21: $30MQ3 ’21: $30MQ4 ’21: $37MQ1 ’22: $42MQ1 ’22Q2 ’22: $39MQ3 ’22: $37MQ4 ’22: $39MQ1 ’23: $38MQ1 ’23Q2 ’23: $35MQ3 ’23: $41MQ4 ’23: $49MQ1 ’24: $67MQ1 ’24Q2 ’24: $68MQ3 ’24: $75MQ4 ’24: $75MQ1 ’25: $92MQ1 ’25Q2 ’25: $93MQ3 ’25: $96MQ4 ’25: $82MQ1 ’26: $96MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.02M$96M+1.88%
Q4 20251.03M$82M+1.66%
Q3 20251.04M$96M+2.02%
Q2 20251.10M$93M+2.04%
Q1 20251.17M$92M+2.07%
Q4 20241.23M$75M+1.76%
Q3 20241.25M$75M+1.76%
Q2 20241.25M$68M+1.73%
Q1 20241.24M$67M+1.67%
Q4 2023972.7K$49M+1.37%
Q3 2023782.0K$41M+1.26%
Q2 2023686.3K$35M+1.09%
Q1 2023662.6K$38M+1.25%
Q4 2022622.3K$39M+1.33%
Q3 2022608.3K$37M+1.44%
Q2 2022589.4K$39M+1.44%
Q1 2022617.9K$42M+1.45%
Q4 2021576.1K$37M+1.33%
Q3 2021574.8K$30M+1.16%
Q2 2021579.6K$30M+1.14%
Q1 2021554.5K$28M+1.10%
Q4 2020559.0K$23M+1.07%
Q3 2020615.7K$25M+1.27%
Q2 2020657.3K$28M+1.37%
Q1 2020707.3K$26M+1.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Equity Investment Corp’s full portfolio or all institutional holders of NFG.