Principal Financial Group
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Principal Financial Group’s Northwest Natural Holdings NWN Stock Holding History

Principal Financial Group’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 		$12M Buy
243,590
+4,891
+2% +$250K 0.01% 1309
2026
Q1 		$12.7M Sell
238,699
-66,586
-22% -$3.3M 0.01% 1200
2025
Q4 		$14.3M Buy
305,285
+38,773
+15% +$1.81M 0.01% 1092
2025
Q3 		$12M Buy
266,512
+66,630
+33% +$2.76M 0.01% 1183
2025
Q2 		$7.94M Buy
199,882
+48
+0% +$1.99K ﹤0.01% 1373
2025
Q1 		$8.54M Buy
199,834
+5,317
+3% +$217K ﹤0.01% 1347
2024
Q4 		$7.7M Buy
194,517
+12,257
+7% +$500K ﹤0.01% 1416
2024
Q3 		$7.44M Sell
182,260
-5,314
-3% -$208K ﹤0.01% 1417
2024
Q2 		$6.77M Sell
187,574
-3,353
-2% -$124K ﹤0.01% 1450
2024
Q1 		$7.11M Sell
190,927
-649
-0.3% -$24.3K ﹤0.01% 1455
2023
Q4 		$7.46M Sell
191,576
-2,968
-2% -$113K ﹤0.01% 1425
2023
Q3 		$7.42M Sell
194,544
-10,006
-5% -$411K 0.01% 1373
2023
Q2 		$8.81M Sell
204,550
-14,545
-7% -$657K 0.01% 1308
2023
Q1 		$10.4M Sell
219,095
-3,509
-2% -$170K 0.01% 1231
2022
Q4 		$10.6M Buy
222,604
+7,840
+4% +$368K 0.01% 1215
2022
Q3 		$9.32M Buy
214,764
+3,127
+1% +$159K 0.01% 1226
2022
Q2 		$11.2M Buy
211,637
+8,543
+4% +$441K 0.01% 1187
2022
Q1 		$10.5M Sell
203,094
-1,680
-0.8% -$84.3K 0.01% 1347
2021
Q4 		$9.99M Sell
204,774
-4,459
-2% -$207K 0.01% 1398
2021
Q3 		$9.62M Sell
209,233
-2,868
-1% -$147K 0.01% 1417
2021
Q2 		$11.1M Buy
212,101
+1,735
+0.8% +$93.8K 0.01% 1368
2021
Q1 		$11.3M Buy
210,366
+76
+0% +$3.65K 0.01% 1331
2020
Q4 		$9.67M Sell
210,290
-8,209
-4% -$389K 0.01% 1250
2020
Q3 		$9.92M Sell
218,499
-13,156
-6% -$672K 0.01% 1080
2020
Q2 		$12.9M Buy
231,655
+740
+0.3% +$45.2K 0.01% 900
2020
Q1 		$14.3M Sell
230,915
-9,546
-4% -$667K 0.02% 700
2019
Q4 		$17.7M Buy
240,461
+347
+0.1% +$24K 0.01% 891
2019
Q3 		$17.1M Sell
240,114
-3,867
-2% -$274K 0.02% 878
2019
Q2 		$17M Buy
243,981
+11,778
+5% +$797K 0.02% 892
2019
Q1 		$15.2M Sell
232,203
-1,970
-0.8% -$123K 0.01% 962
2018
Q4 		$14.2M Buy
234,173
+1,632
+0.7% +$109K 0.02% 936
2018
Q3 		$15.6M Buy
232,541
+8,296
+4% +$542K 0.01% 1043
2018
Q2 		$14.3M Sell
224,245
-11,434
-5% -$687K 0.01% 1065
2018
Q1 		$13.6M Buy
235,679
+7,405
+3% +$416K 0.01% 1061
2017
Q4 		$13.6M Buy
228,274
+7,121
+3% +$466K 0.01% 1074
2017
Q3 		$14.2M Sell
221,153
-256
-0.1% -$16.4K 0.01% 1023
2017
Q2 		$13.3M Sell
221,409
-6,114
-3% -$370K 0.01% 1045
2017
Q1 		$13.4M Buy
227,523
+1,880
+0.8% +$111K 0.02% 1013
2016
Q4 		$13.5M Buy
225,643
+14,546
+7% +$846K 0.02% 975
2016
Q3 		$12.7M Buy
211,097
+11,076
+6% +$693K 0.02% 956
2016
Q2 		$13M Buy
200,021
+8,172
+4% +$456K 0.02% 878
2016
Q1 		$10.3M Buy
191,849
+5,009
+3% +$258K 0.02% 978
2015
Q4 		$9.46M Buy
186,840
+14,591
+8% +$702K 0.01% 988
2015
Q3 		$7.9M Buy
172,249
+5,749
+3% +$253K 0.01% 1080
2015
Q2 		$7.02M Sell
166,500
-7,066
-4% -$320K 0.01% 1241
2015
Q1 		$8.32M Buy
173,566
+8,771
+5% +$425K 0.01% 1097
2014
Q4 		$8.22M Sell
164,795
-5,781
-3% -$269K 0.01% 1093
2014
Q3 		$7.21M Buy
170,576
+167
+0.1% +$7.45K 0.01% 1120
2014
Q2 		$8.04M Sell
170,409
-176
-0.1% -$7.89K 0.01% 1085
2014
Q1 		$7.51M Buy
170,585
+6,569
+4% +$277K 0.01% 1085
2013
Q4 		$7.02M Buy
164,016
+9,877
+6% +$420K 0.01% 1121
2013
Q3 		$6.47M Buy
154,139
+4,905
+3% +$208K 0.01% 1088
2013
Q2 		$6.34M Buy
+149,234
New +$6.54M 0.01% 1037

Other funds holding NWN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Principal Financial Group's NWN Position: Q2 2026 in Review

Principal Financial Group increased its Northwest Natural Holdings (NWN) stake by 2% in Q2 2026, buying an estimated $250K and bringing the position to 243,590 shares worth $12M. The position accounts for 0.01% of the portfolio, ranked #1309.

Principal Financial Group first reported a position in NWN in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.7M in Q4 2019. 148 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

  • Principal Financial Group held 243,590 shares of Northwest Natural Holdings worth $12M as of Q2 2026.
  • Principal Financial Group bought 4,891 Northwest Natural Holdings shares in Q2 2026, an estimated $250K.
  • Northwest Natural Holdings made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1309 holding.
  • Principal Financial Group first reported a position in Northwest Natural Holdings in Q2 2013 and has held it in 53 quarters since.
  • Principal Financial Group's Northwest Natural Holdings position peaked at $17.7M in Q4 2019.
  • 148 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.