Position in NWN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,449,672
+$1,313,889 QoQ
Shares Held
131,465
+36.2% QoQ
Ownership
0.312%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#48
of 316 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in NWN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026CSM Advisors, LLC holds $13,333,135 across 3 Utilities - Regulated Gas names. NWN ranks #1 (48.4% 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 | $6,449,672 | 131,465 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,135,783 | 96,501 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,254,648 | 91,028 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,893,723 | 86,662 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,141,732 | 79,097 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||