Skip to main content
Equibles

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in NWN — Northwest Natural Holding Co

CIK 861177 NEW YORK, NY
Back to NWN Full portfolio

Position in NWN

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$7,844,885
+$277,379 QoQ
Shares Held
159,904
+12.5% QoQ
Ownership
0.380%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 316 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 42% Shared 0% None 58%

Common Shares in NWN Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Gas

Utilities · as of Jun 30, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $518,675,867 across 14 Utilities - Regulated Gas names. NWN ranks #11 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NI
Nisource Inc.
 4,381,989 $208,363,572
2 ATO
Atmos Energy Corp
 1,098,374 $189,216,883
3 UGI
Ugi Corp /Pa/
 617,962 $21,344,402
4 NJR
New Jersey Resources Corp
 308,305 $17,277,408
5 OGS
ONE Gas, Inc.
 196,427 $15,138,623
6 SWX
Southwest Gas Holdings, Inc.
 169,565 $15,037,020
7 SR
Spire Inc
 166,172 $12,976,368
8 MDU
Mdu Resources Group Inc
 467,864 $9,923,391

All Filings in NWN

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,844,885 159,904
2026-03-31 $7,567,506 142,193
2025-12-31 $6,797,906 145,441
2025-09-30 $6,566,379 146,147
2025-06-30 $8,439,383 212,472
2025-03-31 $7,037,219 164,729
2024-12-31 $5,531,394 139,823
2024-09-30 $5,427,137 132,953
2024-06-30 $4,817,323 133,407
2024-03-31 $3,308,557 88,892
2023-12-31 $3,424,301 87,938
2023-09-30 $3,074,204 80,561
2023-06-30 $3,618,520 84,054
2023-03-31 $3,997,605 84,054
2022-12-31 $3,681,608 77,361
2022-09-30 $3,232,545 74,517
2022-06-30 $4,132,611 77,827
2022-03-31 $3,891,308 75,238
2021-12-31 $2,908,407 59,623
2021-09-30 $2,486,999 54,077
2021-06-30 $2,840,699 54,088
2021-03-31 $2,590,407 48,015
2020-12-31 $2,208,208 48,015
2020-09-30 $2,503,300 55,151
2020-06-30 $2,833,851 50,795
2020-03-31 $3,644,607 59,022