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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

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 $3.37T AUM 44.26% 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

CX Institutional's NWN Position: Q2 2026 in Review

CX Institutional held its Northwest Natural Holdings (NWN) position steady in Q2 2026 at 114 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

CX Institutional first reported a position in NWN in Q2 2022 and has held it in 7 quarters since. The position peaked at $10K in Q2 2022. 321 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • CX Institutional held 114 shares of Northwest Natural Holdings worth $6K as of Q2 2026.
  • CX Institutional left its Northwest Natural Holdings share count unchanged in Q2 2026.
  • Northwest Natural Holdings made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1357 holding.
  • CX Institutional first reported a position in Northwest Natural Holdings in Q2 2022 and has held it in 7 quarters since.
  • CX Institutional's Northwest Natural Holdings position peaked at $10K in Q2 2022.
  • 321 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.