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TwinBeech Capital’s Northwest Natural Holdings NWN Stock Holding History

TwinBeech Capital’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
-4,819
Closed -$206K – 899
2025
Q1 		$206K Buy
+4,819
New +$196K ﹤0.01% 656
2020
Q3 		– Sell
-7,096
Closed -$396K – 536
2020
Q2 		$396K Buy
+7,096
New +$433K 0.09% 262

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

TwinBeech Capital's NWN Position: Q2 2025 in Review

TwinBeech Capital sold out of Northwest Natural Holdings (NWN) in Q2 2025, closing a stake of 4,819 shares — an estimated $206K sold.

TwinBeech Capital first reported a position in NWN in Q2 2020 and held it in 2 quarters. The position peaked at $396K in Q2 2020. 282 funds tracked by Wall St. Rank hold NWN as of Q2 2025.

  • TwinBeech Capital reported no remaining Northwest Natural Holdings position as of Q2 2025 after selling out during the quarter.
  • TwinBeech Capital sold 4,819 Northwest Natural Holdings shares in Q2 2025, an estimated $206K.
  • TwinBeech Capital first reported a position in Northwest Natural Holdings in Q2 2020 and held it in 2 quarters.
  • TwinBeech Capital's Northwest Natural Holdings position peaked at $396K in Q2 2020.
  • 282 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2025.

Based on TwinBeech Capital's 13F filing for Q2 2025, filed 14 Aug 2025.