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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's NWN Position: Q1 2026 in Review

Creative Planning increased its Northwest Natural Holdings (NWN) stake by 35% in Q1 2026, buying an estimated $212K and bringing the position to 16,370 shares worth $871K. The position accounts for ﹤0.01% of the portfolio, ranked #2571.

Creative Planning first reported a position in NWN in Q2 2013 and has held it in 35 quarters since. 326 funds tracked by Wall St. Rank hold NWN as of Q1 2026.

  • Creative Planning held 16,370 shares of Northwest Natural Holdings worth $871K as of Q1 2026.
  • Creative Planning bought 4,281 Northwest Natural Holdings shares in Q1 2026, an estimated $212K.
  • Northwest Natural Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2571 holding.
  • Creative Planning first reported a position in Northwest Natural Holdings in Q2 2013 and has held it in 35 quarters since.
  • 326 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.