Position in NWN
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,494,577
+$239,562 QoQ
Shares Held
28,083
+4.6% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
17 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 Mar 31, 2026LPL Financial LLC holds $95,592,288 across 14 Utilities - Regulated Gas names. NWN ranks #12 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
194,277 | $35,886,847 | |
| 2 | UGI |
Ugi Corp /Pa/
|
443,772 | $16,162,176 | |
| 3 | NI |
Nisource Inc.
|
337,484 | $15,747,003 | |
| 4 | NJR |
New Jersey Resources Corp
|
94,140 | $5,170,168 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
57,972 | $4,023,836 | |
| 6 | MDU |
Mdu Resources Group Inc
|
170,021 | $3,522,835 | |
| 7 | SPH |
Suburban Propane Partners LP
|
139,676 | $2,750,220 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
69,446 | $2,744,505 |
All Filings in NWN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,494,577 | 28,083 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,255,015 | 26,851 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,121,722 | 24,966 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $878,844 | 22,126 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $902,203 | 21,119 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $676,634 | 17,104 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $627,566 | 15,374 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $597,042 | 16,534 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $895,662 | 24,064 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,019,410 | 26,179 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $739,807 | 19,387 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $775,761 | 18,020 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $736,847 | 15,493 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $603,631 | 12,684 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $532,229 | 12,269 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $644,952 | 12,146 | Shares | Sole | 2022-08-12 | |
| 2021-06-30 | $231,613 | 4,410 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||