Position in NWN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,706,035
-$1,754,274 QoQ
Shares Held
126,006
-30.4% QoQ
Ownership
0.299%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in NWN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026JPMORGAN CHASE & CO holds $838,148,986 across 16 Utilities - Regulated Gas names. NWN ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
8,563,633 | $399,579,108 | |
| 2 | ATO |
Atmos Energy Corp
|
796,227 | $147,079,042 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
|
609,398 | $52,956,683 | |
| 4 | UGI |
Ugi Corp /Pa/
|
1,187,798 | $43,259,598 | |
| 5 | OGS |
ONE Gas, Inc.
|
428,658 | $36,920,311 | |
| 6 | NJR |
New Jersey Resources Corp
|
641,335 | $35,222,113 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
410,555 | $28,496,620 | |
| 8 | SPH |
Suburban Propane Partners LP
|
1,402,221 | $27,609,730 |
All Filings in NWN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,706,035 | 126,006 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $8,460,309 | 181,008 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $13,197,151 | 293,727 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $11,965,128 | 301,237 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $16,811,767 | 393,534 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $15,086,439 | 381,356 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $15,688,100 | 384,324 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $9,401,705 | 260,363 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $11,316,515 | 304,044 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $14,175,285 | 364,029 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $12,129,191 | 317,851 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,033,703 | 349,215 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $16,114,799 | 338,831 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $14,944,686 | 314,030 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,150,361 | 187,883 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,917,346 | 167,935 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $12,148,354 | 234,887 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $6,364,031 | 130,464 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $6,279,794 | 136,547 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $13,860,026 | 263,900 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $17,934,219 | 332,423 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $11,101,891 | 241,398 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $9,925,292 | 218,667 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $9,725,644 | 174,326 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $21,951,998 | 355,498 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||