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EWA
EverSource Wealth Advisors’s
Northwest Natural Holdings
NWN
Stock Holding History
EverSource Wealth Advisors’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
$50.7K
Buy
952
+48
+5%
+$2.38K
﹤0.01%
1870
2025
Q4
$42.3K
Sell
904
-28
-3%
-$1.31K
﹤0.01%
1862
2025
Q3
$41.9K
Buy
932
+125
+15%
+$5.19K
﹤0.01%
1832
2025
Q2
$32.1K
Buy
807
+352
+77%
+$14.6K
﹤0.01%
1933
2025
Q1
$19.4K
Buy
455
+94
+26%
+$3.83K
﹤0.01%
1698
2024
Q4
$14.3K
Buy
361
+15
+4%
+$612
﹤0.01%
1816
2024
Q3
$14.1K
Hold
346
–
–
﹤0.01%
1672
2024
Q2
$13.8K
Buy
346
+332
+2,371%
+$12.3K
﹤0.01%
1688
2024
Q1
$534
Sell
14
-31
-69%
-$1.16K
﹤0.01%
2700
2023
Q4
$1.75K
Sell
45
-43
-49%
-$1.63K
﹤0.01%
2206
2023
Q3
$3.36K
Buy
+88
New
+$3.62K
﹤0.01%
1853
2023
Q2
–
Sell
-95
Closed
-$4.52K
–
2574
2023
Q1
$4.52K
Sell
95
-60
-39%
-$2.9K
﹤0.01%
1673
2022
Q4
$7.38K
Sell
155
-82
-35%
-$3.85K
﹤0.01%
1454
2022
Q3
$11K
Buy
237
+177
+295%
+$8.97K
﹤0.01%
1107
2022
Q2
$3K
Hold
60
–
–
﹤0.01%
1415
2022
Q1
$3K
Hold
60
–
–
﹤0.01%
1435
2021
Q4
$3K
Buy
+60
New
+$2.79K
﹤0.01%
1443
Other funds holding NWN
BlackRock
New York
$5.7T 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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VNIM
Vaughan Nelson Investment Management
Houston, Texas
$9.96B AUM
41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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