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Miller Howard Investments’s Northwest Natural Holdings NWN Stock Holding History

Miller Howard Investments’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
2024
Q4 		– Sell
-5,432
Closed -$222K – 180
2024
Q3 		$222K Buy
+5,432
New +$212K 0.01% 194
2024
Q1 		– Sell
-5,356
Closed -$209K – 200
2023
Q4 		$209K Buy
+5,356
New +$204K 0.01% 195

Other funds holding NWN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Miller Howard Investments's NWN Position: Q4 2024 in Review

Miller Howard Investments sold out of Northwest Natural Holdings (NWN) in Q4 2024, closing a stake of 5,432 shares — an estimated $222K sold.

Miller Howard Investments first reported a position in NWN in Q4 2023 and held it in 2 quarters. The position peaked at $222K in Q3 2024. 262 funds tracked by Wall St. Rank hold NWN as of Q4 2024.

  • Miller Howard Investments reported no remaining Northwest Natural Holdings position as of Q4 2024 after selling out during the quarter.
  • Miller Howard Investments sold 5,432 Northwest Natural Holdings shares in Q4 2024, an estimated $222K.
  • Miller Howard Investments first reported a position in Northwest Natural Holdings in Q4 2023 and held it in 2 quarters.
  • Miller Howard Investments's Northwest Natural Holdings position peaked at $222K in Q3 2024.
  • 262 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q4 2024.

Based on Miller Howard Investments's 13F filing for Q4 2024, filed 28 Jan 2025.