Position in NWN
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$243,641
+$24,992 QoQ
Shares Held
4,578
-2.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
4 quarters on record
Voting authority
Sole 94.01485364788117.ToString("F0")%
Shared 0.ToString("F0")%
None 5.9851463521188295.ToString("F0")%
Common Shares in NWN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026NewEdge Advisors, LLC holds $52,848,363 across 14 Utilities - Regulated Gas names. NWN ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
930,013 | $43,394,406 | |
| 2 | UGI |
Ugi Corp /Pa/
|
92,426 | $3,366,154 | |
| 3 | ATO |
Atmos Energy Corp
|
9,452 | $1,745,973 | |
| 4 | MDU |
Mdu Resources Group Inc
|
77,998 | $1,616,118 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
37,638 | $1,487,453 | |
| 6 | OGS |
ONE Gas, Inc.
|
3,516 | $302,833 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
3,384 | $294,069 | |
| 8 | NWN |
Northwest Natural Holding Co
This page
|
4,578 | $243,641 |
All Filings in NWN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $243,641 | 4,578 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $218,649 | 4,678 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $208,025 | 4,630 | Shares | Sole | 2025-11-17 | |
| 2022-12-31 | $14,277 | 300 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||