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Plante Moran Financial Advisors’s Northwest Natural Holdings NWN Stock Holding History

Plante Moran Financial 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 		$736 Buy
+15
New +$768 ﹤0.01% 992
2017
Q1 		– Sell
-125
Closed -$7K – 980
2016
Q4 		$7K Buy
+125
New +$7.27K ﹤0.01% 652
2016
Q3 		– Sell
-133
Closed -$9K – 972
2016
Q2 		$9K Buy
+133
New +$7.41K 0.01% 542

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's NWN Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Northwest Natural Holdings (NWN) in Q2 2026: 15 shares worth $736. The stake represents ﹤0.01% of the portfolio and ranks #992 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in NWN as recently as Q4 2016.

Plante Moran Financial Advisors first reported a position in NWN in Q2 2016 and has held it in 3 quarters since. The position peaked at $9K in Q2 2016. 320 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • Plante Moran Financial Advisors held 15 shares of Northwest Natural Holdings worth $736 as of Q2 2026.
  • Northwest Natural Holdings was a new Plante Moran Financial Advisors position in Q2 2026.
  • Northwest Natural Holdings made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #992 holding.
  • Plante Moran Financial Advisors first reported a position in Northwest Natural Holdings in Q2 2016 and has held it in 3 quarters since.
  • Plante Moran Financial Advisors's Northwest Natural Holdings position peaked at $9K in Q2 2016.
  • 320 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.