Position in NWN
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$39,569,706
+$5,690,546 QoQ
Shares Held
743,512
+2.6% QoQ
Ownership
1.77%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $1,323,298,494 across 15 Utilities - Regulated Gas names. NWN ranks #12 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
|
4,141,330 | $227,441,841 | |
| 2 | MDU |
Mdu Resources Group Inc
|
10,285,747 | $213,120,675 | |
| 3 | ATO |
Atmos Energy Corp
|
752,986 | $139,091,572 | |
| 4 | NI |
Nisource Inc.
|
2,558,354 | $119,372,796 | |
| 5 | UGI |
Ugi Corp /Pa/
|
2,901,699 | $105,679,876 | |
| 6 | SR |
Spire Inc
|
1,023,891 | $92,703,088 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
1,054,750 | $91,657,773 | |
| 8 | OGS |
ONE Gas, Inc.
|
1,011,383 | $87,110,414 |
All Filings in NWN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,569,706 | 743,512 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $33,879,160 | 724,843 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $32,468,932 | 722,656 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $28,898,681 | 727,560 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $30,998,356 | 725,617 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $28,323,020 | 715,951 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $28,515,216 | 698,560 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $25,294,726 | 700,491 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $26,536,888 | 712,974 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $28,622,066 | 735,030 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $28,557,569 | 748,364 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $33,848,792 | 786,267 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $36,216,081 | 761,482 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $34,958,803 | 734,583 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $31,703,532 | 730,833 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $39,087,917 | 736,119 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $38,237,009 | 739,308 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $34,529,849 | 707,869 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $32,755,043 | 712,221 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $37,669,917 | 717,249 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $41,476,867 | 768,802 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $37,758,019 | 821,005 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $37,562,131 | 827,542 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $47,654,088 | 854,169 | 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. | ||||||