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NFG · GEV in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

NFGGEV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • NFG
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterNFGGEV
Q3 20202 holders, $62mnone listed holders, n.a.
Q4 20201 holders, $57mnone listed holders, n.a.
Q1 20212 holders, $66mnone listed holders, n.a.
Q2 20212 holders, $80mnone listed holders, n.a.
Q3 20212 holders, $69mnone listed holders, n.a.
Q4 20215 holders, $363mnone listed holders, n.a.
Q1 20226 holders, $412mnone listed holders, n.a.
Q2 20229 holders, $346mnone listed holders, n.a.
Q3 20229 holders, $144mnone listed holders, n.a.
Q4 20226 holders, $129mnone listed holders, n.a.
Q1 20239 holders, $130mnone listed holders, n.a.
Q2 20237 holders, $106mnone listed holders, n.a.
Q3 20234 holders, $98mnone listed holders, n.a.
Q4 20233 holders, $86mnone listed holders, n.a.
Q1 20243 holders, $93m3 holders, $544m
Q2 20244 holders, $134m26 holders, $9.8bn
Q3 20243 holders, $142m31 holders, $11.9bn
Q4 20243 holders, $139m37 holders, $15.3bn
Q1 20258 holders, $247m36 holders, $14.8bn
Q2 20257 holders, $265m36 holders, $26.3bn
Q3 20255 holders, $361m35 holders, $29.5bn
Q4 20254 holders, $259m34 holders, $28.7bn
Q1 20268 holders, $582m31 holders, $36.7bn
Q2 20263 holders, $262m28 holders, $45.0bn
NFG

National Fuel Gas Co N J

Holders
8
Reported value
$582m
Buyers
16
Sellers
17

Breadth -1 among 91 comparable managers.

UtilitiesEnergy and power infrastructure · L3VLUP
GEV

Ge Vernova Inc

Holders
31
Reported value
$36.7bn
Buyers
22
Sellers
22

Breadth 0 among 91 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q1 2026

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only NFG (4)

Freestone Grove Partners LP, Man Group PLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC

Only GEV (27)

Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Tiger Global Management LLC, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, and 2 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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