Position in NWN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,592
+$4,315 QoQ
Shares Held
114
+375.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#279
of 315 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NWN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Bare Financial Services, Inc holds $88,977 across 12 Utilities - Regulated Gas names. NWN ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
1,232 | $42,553 | |
| 2 | MDU |
Mdu Resources Group Inc
|
832 | $17,646 | |
| 3 | CPK |
Chesapeake Utilities Corp
|
74 | $9,062 | |
| 4 | NWN |
Northwest Natural Holding Co
This page
|
114 | $5,592 | |
| 5 | SR |
Spire Inc
|
67 | $5,232 | |
| 6 | OGS |
ONE Gas, Inc.
|
52 | $4,007 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
28 | $2,082 | |
| 8 | NJR |
New Jersey Resources Corp
|
15 | $840 |
All Filings in NWN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,592 | 114 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,277 | 24 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||