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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
Q2 		$27.7K Sell
565
-387
-41% -$19.8K ﹤0.01% 2202
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 – 2566
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
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

EverSource Wealth Advisors's NWN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Northwest Natural Holdings (NWN) stake by 41% in Q2 2026, selling an estimated $19.8K and leaving 565 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

EverSource Wealth Advisors first reported a position in NWN in Q4 2021 and has held it in 18 quarters since. The position peaked at $50.7K in Q1 2026. 319 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • EverSource Wealth Advisors held 565 shares of Northwest Natural Holdings worth $27.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 387 Northwest Natural Holdings shares in Q2 2026, an estimated $19.8K.
  • Northwest Natural Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2202 holding.
  • EverSource Wealth Advisors first reported a position in Northwest Natural Holdings in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Northwest Natural Holdings position peaked at $50.7K in Q1 2026.
  • 319 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.