Position in NWN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,545,447
+$519,332 QoQ
Shares Held
214,950
+14.1% QoQ
Ownership
0.511%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#34
of 316 holders
Holding Since
Mar 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NWN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026JUPITER ASSET MANAGEMENT LTD holds $67,529,160 across 7 Utilities - Regulated Gas names. NWN ranks #3 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SR |
Spire Inc
|
387,190 | $30,235,666 | |
| 2 | UGI |
Ugi Corp /Pa/
|
504,023 | $17,408,954 | |
| 3 | NWN |
Northwest Natural Holding Co
This page
|
214,950 | $10,545,447 | |
| 4 | OGS |
ONE Gas, Inc.
|
54,703 | $4,215,960 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
29,218 | $2,591,052 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
47,808 | $1,840,608 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
9,294 | $691,473 |
All Filings in NWN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,545,447 | 214,950 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,026,115 | 188,390 | Shares | Sole | 2026-05-12 | |
| 2023-03-31 | $465,136 | 9,780 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $777,810 | 16,344 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $837,190 | 19,299 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,074,744 | 20,240 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $263,772 | 5,100 | Shares | Defined | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||