Position in NWN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,934,746
-$1,771,289 QoQ
Shares Held
100,586
-20.2% QoQ
Ownership
0.239%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 316 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in NWN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $729,966,201 across 15 Utilities - Regulated Gas names. NWN ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
6,963,215 | $331,100,866 | |
| 2 | ATO |
Atmos Energy Corp
|
560,812 | $96,611,075 | |
| 3 | NJR |
New Jersey Resources Corp
|
1,062,877 | $59,563,624 | |
| 4 | SWX |
Southwest Gas Holdings, Inc.
|
569,101 | $50,467,873 | |
| 5 | UGI |
Ugi Corp /Pa/
|
1,248,079 | $43,108,644 | |
| 6 | OGS |
ONE Gas, Inc.
|
465,930 | $35,909,221 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
421,165 | $31,334,673 | |
| 8 | SPH |
Suburban Propane Partners LP
|
1,431,306 | $24,475,332 |
All Filings in NWN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,934,746 | 100,586 | Shares | Other | 2026-08-12 | |
| 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 | 2025-11-07 | |
| 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 | $14,943,070 | 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. | ||||||