Position in NWN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,716,048
-$3,185,360 QoQ
Shares Held
75,745
-41.6% QoQ
Ownership
0.180%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 316 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in NWN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026UBS Group AG holds $447,683,197 across 15 Utilities - Regulated Gas names. NWN ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
713,094 | $122,844,701 | |
| 2 | NI |
Nisource Inc.
|
2,046,373 | $97,305,034 | |
| 3 | UGI |
Ugi Corp /Pa/
|
1,091,353 | $37,695,331 | |
| 4 | SR |
Spire Inc
|
463,283 | $36,177,769 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
421,574 | $31,365,103 | |
| 6 | NJR |
New Jersey Resources Corp
|
471,597 | $26,428,295 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
269,891 | $23,933,933 | |
| 8 | MDU |
Mdu Resources Group Inc
|
1,006,027 | $21,337,831 |
All Filings in NWN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,716,048 | 75,745 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,901,408 | 129,677 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $3,562,802 | 76,226 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $2,472,587 | 55,032 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,618,779 | 65,931 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,777,419 | 111,831 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,398,957 | 60,641 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,167,622 | 53,102 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,789,322 | 49,552 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,395,116 | 37,483 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,868,184 | 47,976 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,716,550 | 44,983 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,338,639 | 31,095 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,213,060 | 46,532 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,546,578 | 32,498 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,518,949 | 35,015 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,626,134 | 30,624 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,538,049 | 29,738 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,099,062 | 22,531 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,204,707 | 26,195 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,354,648 | 25,793 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,209,019 | 22,410 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,160,097 | 25,225 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $873,530 | 19,245 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $788,703 | 14,137 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $997,879 | 16,160 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||