CX Institutional’s Northwest Natural Holdings NWN Stock Holding History

CX Institutional’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	$6K	Hold	114	–	–	﹤0.01%	1357
2026 Q1	$6K	Hold	114	–	–	﹤0.01%	1350
2025 Q4	$5K	Buy	114 +1	+0.9%	+$47	﹤0.01%	1277
2025 Q3	$5K	Hold	113	–	–	﹤0.01%	1262
2025 Q2	$4K	Hold	113	–	–	﹤0.01%	1115
2025 Q1	$5K	Buy	+113	New	+$4.61K	﹤0.01%	1068
2022 Q3	–	Sell	-180	Closed	-$10K	–	922
2022 Q2	$10K	Buy	+180	New	+$9.29K	﹤0.01%	952

Other funds holding NWN

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return