Wealthspire Advisors (New York)
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Wealthspire Advisors (New York)’s Northwest Natural Holdings NWN Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-110
Closed -$4.94K – 2269
2025
Q3 		$4.94K Buy
+110
New +$4.56K ﹤0.01% 2337

Other funds holding NWN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthspire Advisors (New York)'s NWN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Northwest Natural Holdings (NWN) in Q4 2025, closing a stake of 110 shares — an estimated $4.94K sold.

Wealthspire Advisors (New York) first reported a position in NWN in Q3 2025 and held it in 1 quarter. The position peaked at $4.94K in Q3 2025. 312 funds tracked by Wall St. Rank hold NWN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Northwest Natural Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 110 Northwest Natural Holdings shares in Q4 2025, an estimated $4.94K.
  • Wealthspire Advisors (New York) first reported a position in Northwest Natural Holdings in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Northwest Natural Holdings position peaked at $4.94K in Q3 2025.
  • 312 funds tracked by Wall St. Rank held Northwest Natural Holdings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.