Envestnet Portfolio Solutions’s Northwest Natural Holdings NWN Stock Holding History

Envestnet Portfolio Solutions’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	$685K	Buy	13,958 +1,279	+10%	+$65.5K	﹤0.01%	860
2026 Q1	$675K	Sell	12,679 -1,144	-8%	-$56.7K	﹤0.01%	782
2025 Q4	$646K	Sell	13,823 -430	-3%	-$20.1K	﹤0.01%	941
2025 Q3	$640K	Sell	14,253 -767	-5%	-$31.8K	﹤0.01%	925
2025 Q2	$597K	Buy	+15,020	New	+$623K	﹤0.01%	1014

Other funds holding NWN

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

DPIM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

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

Envestnet Portfolio Solutions's NWN Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Northwest Natural Holdings (NWN) stake by 10% in Q2 2026, buying an estimated $65.5K and bringing the position to 13,958 shares worth $685K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Envestnet Portfolio Solutions first reported a position in NWN in Q2 2025 and has held it in 5 quarters since. 107 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

Envestnet Portfolio Solutions held 13,958 shares of Northwest Natural Holdings worth $685K as of Q2 2026.
Envestnet Portfolio Solutions bought 1,279 Northwest Natural Holdings shares in Q2 2026, an estimated $65.5K.
Northwest Natural Holdings made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #860 holding.
Envestnet Portfolio Solutions first reported a position in Northwest Natural Holdings in Q2 2025 and has held it in 5 quarters since.
107 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.