Significant Wealth Partners’s Northwest Natural Holdings NWN Stock Holding History

Significant Wealth Partners’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	$214K	Buy	4,361 +93	+2%	+$4.76K	0.23%	96
2026 Q1	$227K	Buy	+4,268	New	+$211K	0.28%	87
2025 Q4	–	Sell	-9,144	Closed	-$411K	–	97
2025 Q3	$411K	Buy	9,144 +1,361	+17%	+$56.5K	0.2%	57
2025 Q2	$309K	Sell	7,783 -358	-4%	-$14.8K	0.15%	68
2025 Q1	$348K	Buy	8,141 +1,299	+19%	+$53K	0.18%	49
2024 Q4	$271K	Buy	+6,842	New	+$279K	0.14%	57

Other funds holding NWN

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return