Wealth Enhancement Advisory Services’s Northwest Natural Holdings NWN Stock Holding History

Wealth Enhancement Advisory Services’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	$526K	Buy	10,434 +1,329	+15%	+$68.1K	﹤0.01%	2637
2026 Q1	$498K	Buy	9,105 +1,791	+24%	+$88.7K	﹤0.01%	2323
2025 Q4	$341K	Buy	7,314 +376	+5%	+$17.5K	﹤0.01%	2806
2025 Q3	$306K	Buy	+6,938	New	+$288K	﹤0.01%	2778
2025 Q1	–	Sell	-5,371	Closed	-$212K	–	3103
2024 Q4	$212K	Sell	5,371 -1,246	-19%	-$50.8K	﹤0.01%	2648
2024 Q3	$270K	Buy	+6,617	New	+$258K	﹤0.01%	2249
2023 Q4	–	Sell	-5,566	Closed	-$212K	–	2408
2023 Q3	$212K	Buy	+5,566	New	+$229K	﹤0.01%	1968

Other funds holding NWN

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

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

Wealth Enhancement Advisory Services's NWN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Northwest Natural Holdings (NWN) stake by 15% in Q2 2026, buying an estimated $68.1K and bringing the position to 10,434 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #2637.

Wealth Enhancement Advisory Services first reported a position in NWN in Q3 2023 and has held it in 7 quarters since. 319 funds tracked by Wall St. Rank hold NWN as of Q2 2026.

Wealth Enhancement Advisory Services held 10,434 shares of Northwest Natural Holdings worth $526K as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,329 Northwest Natural Holdings shares in Q2 2026, an estimated $68.1K.
Northwest Natural Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2637 holding.
Wealth Enhancement Advisory Services first reported a position in Northwest Natural Holdings in Q3 2023 and has held it in 7 quarters since.
319 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.