Crewe Advisors’s Northwest Natural Holdings NWN Stock Holding History

Crewe 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
2025 Q3	–	Sell	-376	Closed	-$14.9K	–	1032
2025 Q2	$14.9K	Buy	+376	New	+$15.6K	﹤0.01%	408
2023 Q4	–	Sell	-8	Closed	-$306	–	610
2023 Q3	$306	Buy	8 +4	+100%	+$164	﹤0.01%	417
2023 Q2	$173	Buy	+4	New	+$181	﹤0.01%	735

Other funds holding NWN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crewe Advisors's NWN Position: Q3 2025 in Review

Crewe Advisors sold out of Northwest Natural Holdings (NWN) in Q3 2025, closing a stake of 376 shares — an estimated $14.9K sold.

Crewe Advisors first reported a position in NWN in Q2 2023 and held it in 3 quarters. The position peaked at $14.9K in Q2 2025. 286 funds tracked by Wall St. Rank hold NWN as of Q3 2025.

Crewe Advisors reported no remaining Northwest Natural Holdings position as of Q3 2025 after selling out during the quarter.
Crewe Advisors sold 376 Northwest Natural Holdings shares in Q3 2025, an estimated $14.9K.
Crewe Advisors first reported a position in Northwest Natural Holdings in Q2 2023 and held it in 3 quarters.
Crewe Advisors's Northwest Natural Holdings position peaked at $14.9K in Q2 2025.
286 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q3 2025.

Based on Crewe Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.