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Edgestream Partners’s Northwest Natural Holdings NWN Stock Holding History

Edgestream Partners’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
Q1 		$10.7M Buy
201,660
+70,773
+54% +$3.51M 0.35% 34
2025
Q4 		$6.12M Buy
+130,887
New +$6.1M 0.17% 189
2025
Q2 		– Sell
-183,785
Closed -$7.85M – 1011
2025
Q1 		$7.85M Buy
+183,785
New +$7.49M 0.27% 96

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

Edgestream Partners's NWN Position: Q1 2026 in Review

Edgestream Partners increased its Northwest Natural Holdings (NWN) stake by 54% in Q1 2026, buying an estimated $3.51M and bringing the position to 201,660 shares worth $10.7M. The position accounts for 0.35% of the portfolio, ranked #34.

Edgestream Partners first reported a position in NWN in Q1 2025 and has held it in 3 quarters since. 326 funds tracked by Wall St. Rank hold NWN as of Q1 2026.

  • Edgestream Partners held 201,660 shares of Northwest Natural Holdings worth $10.7M as of Q1 2026.
  • Edgestream Partners bought 70,773 Northwest Natural Holdings shares in Q1 2026, an estimated $3.51M.
  • Northwest Natural Holdings made up 0.35% of Edgestream Partners's portfolio in Q1 2026, its #34 holding.
  • Edgestream Partners first reported a position in Northwest Natural Holdings in Q1 2025 and has held it in 3 quarters since.
  • 326 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.