Wealth Enhancement Advisory Services
NWN icon

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
Q3 		$476K Sell
9,967
-467
-4% -$23.2K ﹤0.01% 2866
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

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wealth Enhancement Advisory Services's NWN Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Northwest Natural Holdings (NWN) stake by 4.5% in Q3 2026, selling an estimated $23.2K and leaving 9,967 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #2866.

Wealth Enhancement Advisory Services first reported a position in NWN in Q3 2023 and has held it in 8 quarters since. The position peaked at $526K in Q2 2026. 14 funds tracked by Wall St. Rank hold NWN as of Q3 2026.

  • Wealth Enhancement Advisory Services held 9,967 shares of Northwest Natural Holdings worth $476K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 467 Northwest Natural Holdings shares in Q3 2026, an estimated $23.2K.
  • Northwest Natural Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2866 holding.
  • Wealth Enhancement Advisory Services first reported a position in Northwest Natural Holdings in Q3 2023 and has held it in 8 quarters since.
  • Wealth Enhancement Advisory Services's Northwest Natural Holdings position peaked at $526K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.