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Ancora Advisors’s Northwest Natural Holdings NWN Stock Holding History

Ancora Advisors’s Portfolio NWN Stock Details NWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.9K Hold
425
– – ﹤0.01% 1307
2026
Q1 		$22.6K Hold
425
– – ﹤0.01% 1490
2025
Q4 		$19.9K Hold
425
– – ﹤0.01% 1563
2025
Q3 		$19.1K Buy
+425
New +$17.6K ﹤0.01% 1251
2024
Q1 		– Sell
-750
Closed -$29.2K – 1858
2023
Q4 		$29.2K Buy
+750
New +$28.5K ﹤0.01% 1082

Other funds holding NWN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Ancora Advisors's NWN Position: Q2 2026 in Review

Ancora Advisors held its Northwest Natural Holdings (NWN) position steady in Q2 2026 at 425 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Ancora Advisors first reported a position in NWN in Q4 2023 and has held it in 5 quarters since. The position peaked at $29.2K in Q4 2023. 321 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • Ancora Advisors held 425 shares of Northwest Natural Holdings worth $20.9K as of Q2 2026.
  • Ancora Advisors left its Northwest Natural Holdings share count unchanged in Q2 2026.
  • Northwest Natural Holdings made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1307 holding.
  • Ancora Advisors first reported a position in Northwest Natural Holdings in Q4 2023 and has held it in 5 quarters since.
  • Ancora Advisors's Northwest Natural Holdings position peaked at $29.2K in Q4 2023.
  • 321 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.