Position in NWN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$409,994
-$2,371,590 QoQ
Shares Held
8,357
-87.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#176
of 315 holders
Holding Since
Jun 2024
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, 2026Inspire Advisors, LLC holds $8,539,312 across 7 Utilities - Regulated Gas names. NWN ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKH |
Black Hills Corp /Sd/
|
38,938 | $2,896,987 | |
| 2 | UGI |
Ugi Corp /Pa/
|
72,692 | $2,510,781 | |
| 3 | ATO |
Atmos Energy Corp
|
6,006 | $1,034,653 | |
| 4 | OGS |
ONE Gas, Inc.
|
10,161 | $783,108 | |
| 5 | CPK |
Chesapeake Utilities Corp
|
4,966 | $608,235 | |
| 6 | NWN |
Northwest Natural Holding Co
This page
|
8,357 | $409,994 | |
| 7 | NJR |
New Jersey Resources Corp
|
5,274 | $295,554 |
All Filings in NWN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,994 | 8,357 | Shares | Defined | 2026-08-13 | |
| 2025-03-31 | $2,781,584 | 65,112 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,835,148 | 46,389 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,711,051 | 41,917 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,392,618 | 38,566 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||