SteelPeak Wealth’s Northwest Natural Holdings NWN Stock Holding History

SteelPeak Wealth’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 Q3	–	Sell	-5,630	Closed	-$224K	–	637
2025 Q2	$224K	Sell	5,630 -188	-3%	-$7.79K	0.01%	476
2025 Q1	$249K	Sell	5,818 -156	-3%	-$6.36K	0.01%	455
2024 Q4	$236K	Sell	5,974 -111	-2%	-$4.53K	0.01%	461
2024 Q3	$248K	Buy	6,085 +133	+2%	+$5.19K	0.01%	417
2024 Q2	$215K	Buy	+5,952	New	+$220K	0.01%	452

Other funds holding NWN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SteelPeak Wealth's NWN Position: Q3 2025 in Review

SteelPeak Wealth sold out of Northwest Natural Holdings (NWN) in Q3 2025, closing a stake of 5,630 shares — an estimated $224K sold.

SteelPeak Wealth first reported a position in NWN in Q2 2024 and held it in 5 quarters. The position peaked at $249K in Q1 2025. 286 funds tracked by Wall St. Rank hold NWN as of Q3 2025.

SteelPeak Wealth reported no remaining Northwest Natural Holdings position as of Q3 2025 after selling out during the quarter.
SteelPeak Wealth sold 5,630 Northwest Natural Holdings shares in Q3 2025, an estimated $224K.
SteelPeak Wealth first reported a position in Northwest Natural Holdings in Q2 2024 and held it in 5 quarters.
SteelPeak Wealth's Northwest Natural Holdings position peaked at $249K in Q1 2025.
286 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q3 2025.

Based on SteelPeak Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.