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 Q3	$5K	Hold	114	–	–	﹤0.01%	1450
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

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional's NWN Position: Q3 2026 in Review

CX Institutional held its Northwest Natural Holdings (NWN) position steady in Q3 2026 at 114 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

CX Institutional first reported a position in NWN in Q2 2022 and has held it in 8 quarters since. The position peaked at $10K in Q2 2022. 56 funds tracked by Wall St. Rank hold NWN as of Q3 2026.

CX Institutional held 114 shares of Northwest Natural Holdings worth $5K as of Q3 2026.
CX Institutional left its Northwest Natural Holdings share count unchanged in Q3 2026.
Northwest Natural Holdings made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1450 holding.
CX Institutional first reported a position in Northwest Natural Holdings in Q2 2022 and has held it in 8 quarters since.
CX Institutional's Northwest Natural Holdings position peaked at $10K in Q2 2022.
56 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.