CIBC Private Wealth Group’s Northwest Natural Holdings NWN Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$47.2K	Buy	1,009 +9	+0.9%	+$420	﹤0.01%	1807
2025 Q3	$44.9K	Sell	1,000 -1,123	-53%	-$46.6K	﹤0.01%	1843
2025 Q2	$84.3K	Buy	2,123 +1,123	+112%	+$46.6K	﹤0.01%	1473
2025 Q1	$40.3K	Hold	1,000	–	–	﹤0.01%	1706
2024 Q4	$39.2K	Hold	1,000	–	–	﹤0.01%	1767
2024 Q3	$40.8K	Hold	1,000	–	–	﹤0.01%	1847
2024 Q2	$35.3K	Hold	1,000	–	–	﹤0.01%	1812
2024 Q1	$37.1K	Buy	+1,000	New	+$37.4K	﹤0.01%	1791
2018 Q3	–	Sell	-1,000	Closed	-$64K	–	1463
2018 Q2	$64K	Hold	1,000	–	–	﹤0.01%	1120
2018 Q1	$58K	Hold	1,000	–	–	﹤0.01%	1124
2017 Q4	$60K	Buy	+1,000	New	+$65.4K	﹤0.01%	1129

Other funds holding NWN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIBC Private Wealth Group's NWN Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Northwest Natural Holdings (NWN) stake by 0.9% in Q4 2025, buying an estimated $420 and bringing the position to 1,009 shares worth $47.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

CIBC Private Wealth Group first reported a position in NWN in Q4 2017 and has held it in 11 quarters since. The position peaked at $84.3K in Q2 2025. 309 funds tracked by Wall St. Rank hold NWN as of Q4 2025.

CIBC Private Wealth Group held 1,009 shares of Northwest Natural Holdings worth $47.2K as of Q4 2025.
CIBC Private Wealth Group bought 9 Northwest Natural Holdings shares in Q4 2025, an estimated $420.
Northwest Natural Holdings made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1807 holding.
CIBC Private Wealth Group first reported a position in Northwest Natural Holdings in Q4 2017 and has held it in 11 quarters since.
CIBC Private Wealth Group's Northwest Natural Holdings position peaked at $84.3K in Q2 2025.
309 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.