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Richards, Merrill & Peterson’s Northwest Natural Holdings NWN Stock Holding History

Richards, Merrill & Peterson’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
2025
Q2 		– Sell
-150
Closed -$6.41K – 384
2025
Q1 		$6.41K Hold
150
– – ﹤0.01% 423
2024
Q4 		$5.93K Buy
+150
New +$6.12K ﹤0.01% 415

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Richards, Merrill & Peterson's NWN Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Northwest Natural Holdings (NWN) in Q2 2025, closing a stake of 150 shares — an estimated $6.41K sold.

Richards, Merrill & Peterson first reported a position in NWN in Q4 2024 and held it in 2 quarters. The position peaked at $6.41K in Q1 2025. 282 funds tracked by Wall St. Rank hold NWN as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Northwest Natural Holdings position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 150 Northwest Natural Holdings shares in Q2 2025, an estimated $6.41K.
  • Richards, Merrill & Peterson first reported a position in Northwest Natural Holdings in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Northwest Natural Holdings position peaked at $6.41K in Q1 2025.
  • 282 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.