DIMENSIONAL FUND ADVISORS LP

Position in NWN — Northwest Natural Holding Co

CIK 354204 AUSTIN, TX

Back to NWN Full portfolio

Position in NWN

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$37,394,413

-$2,175,293 QoQ

Shares Held

762,218

+2.5% QoQ

Ownership

1.81%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 316 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 88% Shared 7% None 5%

Common Shares in NWN Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Gas

Utilities · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $1,347,233,858 across 14 Utilities - Regulated Gas names. NWN ranks #13 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NJR	New Jersey Resources Corp	4,313,917	$241,751,907
2	MDU	Mdu Resources Group Inc	10,435,060	$221,327,620
3	ATO	Atmos Energy Corp	768,834	$132,447,030
4	NI	Nisource Inc.	2,607,612	$123,991,949
5	UGI	Ugi Corp /Pa/	2,980,373	$102,942,080
6	SWX	Southwest Gas Holdings, Inc.	1,058,783	$93,892,874
7	BKH	Black Hills Corp /Sd/	1,171,138	$87,132,665
8	SR	Spire Inc	1,029,256	$80,374,598

All Filings in NWN

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,394,413	762,218	+2.5%	Shares	Sole	2026-08-11
2026-03-31	$39,569,706	743,512	+2.6%	Shares	Sole	2026-05-07
2025-12-31	$33,879,160	724,843	+0.3%	Shares	Sole	2026-02-12
2025-09-30	$32,468,932	722,656	-0.7%	Shares	Sole	2025-11-12
2025-06-30	$28,898,681	727,560	+0.3%	Shares	Sole	2025-08-12
2025-03-31	$30,998,356	725,617	+1.4%	Shares	Sole	2025-05-13
2024-12-31	$28,323,020	715,951	+2.5%	Shares	Sole	2025-02-13
2024-09-30	$28,515,216	698,560	-0.3%	Shares	Sole	2024-11-07
2024-06-30	$25,294,726	700,491	-1.8%	Shares	Sole	2024-08-09
2024-03-31	$26,536,888	712,974	-3.0%	Shares	Sole	2024-05-10
2023-12-31	$28,622,066	735,030	-1.8%	Shares	Sole	2024-02-07
2023-09-30	$28,557,569	748,364	-4.8%	Shares	Sole	2023-11-09
2023-06-30	$33,848,792	786,267	+3.3%	Shares	Sole	2023-08-09
2023-03-31	$36,216,081	761,482	+3.7%	Shares	Sole	2023-05-12
2022-12-31	$34,958,803	734,583	+0.5%	Shares	Sole	2023-02-09
2022-09-30	$31,703,532	730,833	-0.7%	Shares	Sole	2022-11-10
2022-06-30	$39,087,917	736,119	-0.4%	Shares	Sole	2022-08-12
2022-03-31	$38,237,009	739,308	+4.4%	Shares	Defined	2022-05-13
2021-12-31	$34,529,849	707,869	-0.6%	Shares	Defined	2022-02-09
2021-09-30	$32,755,043	712,221	-0.7%	Shares	Defined	2021-11-12
2021-06-30	$37,669,917	717,249	-6.7%	Shares	Defined	2021-08-12
2021-03-31	$41,476,867	768,802	-6.4%	Shares	Defined	2021-05-14
2020-12-31	$37,758,019	821,005	-0.8%	Shares	Defined	2021-03-08
2020-09-30	$37,562,131	827,542	-3.1%	Shares	Defined	2020-11-12
2020-06-30	$47,654,088	854,169	-1.0%	Shares	Defined	2020-08-13
2020-03-31	$53,262,833	862,556	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.