Creative Planning
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Creative Planning’s Northwest Natural Holdings NWN Stock Holding History

Creative Planning’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
2021
Q1 		– Sell
-30,000
Closed -$2K – 2689
2020
Q4 		$2K Buy
30,000
+10,000
+50% +$473K ﹤0.01% 2305
2020
Q3 		$1K Buy
+20,000
New +$1.02M ﹤0.01% 2121

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 $3.38T AUM 44.17% 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

Creative Planning's NWN Position: Q2 2026 in Review

Creative Planning increased its Northwest Natural Holdings (NWN) stake by 20% in Q2 2026, buying an estimated $170K and bringing the position to 19,681 shares worth $966K. The position accounts for ﹤0.01% of the portfolio, ranked #2665.

Creative Planning first reported a position in NWN in Q2 2013 and has held it in 36 quarters since. 320 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • Creative Planning held 19,681 shares of Northwest Natural Holdings worth $966K as of Q2 2026.
  • Creative Planning bought 3,311 Northwest Natural Holdings shares in Q2 2026, an estimated $170K.
  • Northwest Natural Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2665 holding.
  • Creative Planning first reported a position in Northwest Natural Holdings in Q2 2013 and has held it in 36 quarters since.
  • 320 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.