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CoreCap Advisors’s Northwest Natural Holdings NWN Stock Holding History

CoreCap 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 		$86.7K Buy
1,767
+181
+11% +$9.27K ﹤0.01% 1172
2026
Q1 		$84.4K Sell
1,586
-133
-8% -$6.59K ﹤0.01% 1093
2025
Q4 		$80.3K Sell
1,719
-199
-10% -$9.28K ﹤0.01% 1112
2025
Q3 		$86.2K Sell
1,918
-105
-5% -$4.36K ﹤0.01% 1090
2025
Q2 		$80.4K Sell
2,023
-760
-27% -$31.5K ﹤0.01% 1063
2025
Q1 		$119K Buy
+2,783
New +$113K 0.01% 842

Other funds holding NWN

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return