James T. Borello
NWN icon

James T. Borello’s Northwest Natural Holdings NWN Stock Holding History

James T. Borello’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
Q3 		$4.67K Hold
100
– – ﹤0.01% 797
2026
Q2 		$4.91K Hold
100
– – ﹤0.01% 791
2026
Q1 		$5.32K Hold
100
– – ﹤0.01% 730
2025
Q4 		$4.67K Hold
100
– – ﹤0.01% 588
2025
Q3 		$4.49K Hold
100
– – ﹤0.01% 484
2025
Q2 		$3.97K Hold
100
– – ﹤0.01% 235
2025
Q1 		$4.27K Hold
100
– – ﹤0.01% 186
2024
Q4 		$3.96K Hold
100
– – ﹤0.01% 161
2024
Q3 		$4.08K Hold
100
– – ﹤0.01% 151
2024
Q2 		$3.61K Hold
100
– – ﹤0.01% 139
2024
Q1 		$3.72K Hold
100
– – ﹤0.01% 137
2023
Q4 		$3.89K Buy
+100
New +$3.8K ﹤0.01% 115

Other funds holding NWN

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

James T. Borello's NWN Position: Q3 2026 in Review

James T. Borello held its Northwest Natural Holdings (NWN) position steady in Q3 2026 at 100 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

James T. Borello first reported a position in NWN in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.32K in Q1 2026. 84 funds tracked by Wall St. Rank hold NWN as of Q3 2026.

  • James T. Borello held 100 shares of Northwest Natural Holdings worth $4.67K as of Q3 2026.
  • James T. Borello left its Northwest Natural Holdings share count unchanged in Q3 2026.
  • Northwest Natural Holdings made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #797 holding.
  • James T. Borello first reported a position in Northwest Natural Holdings in Q4 2023 and has held it in 12 quarters since.
  • James T. Borello's Northwest Natural Holdings position peaked at $5.32K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.