Position in NWN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$653,920
-$54,278 QoQ
Shares Held
13,329
+0.2% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#141
of 313 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NWN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Ballentine Partners, LLC holds $2,440,239 across 6 Utilities - Regulated Gas names. NWN ranks #1 (26.8% of the industry book) .
All Filings in NWN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $653,920 | 13,329 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $708,198 | 13,307 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $621,969 | 13,307 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $600,264 | 13,360 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $530,579 | 13,358 | Shares | Other | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||