NWN

Northwest Natural Holding Co Cross-source read$48.23 0.68%
UtilitiesCUSIP 66765N105· EOD Sep 15, 2026

Among active 13F managers last quarter, 9 opened and 23 added, while 12 reduced; the largest holder to move was Vaughan Nelson Investment Management, L.P. (+23%). Over the last 180 days, 1 insider sold and 2 insiders bought, a net -$150K in open-market trades.

Tracked 13F holders
282
136 in Q2 2026 filings
13F value (tracked)
$1.6B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
32 adding · 12 trimming
Insiders · Form 4 open-market, 180d
2 buying · 1 selling · -$150K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$48.23 0.68%5Y +1.1%
$33.28$39.33$45.38$51.43$57.482021202220232024202520263024312454153733435253626293432373136363140424236384346461260326546865512625998257234538
Hover for who · click for detailEnd-of-day closing prices52w $41.60 – $55.80

Who owns NWN?

282 tracked 13F filers · ranked by shares held

282 tracked 13F filers disclose a position in NWN as of the latest SEC 13F filings, a combined $1.6B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.6.7M
$329.2M
+5.1%
Added · +327K sh
Q2 2026
2Vanguard Portfolio Management LLC2.7M
$134.2M
+4.1%
Added · +107K sh
Q2 2026
3Vanguard Capital Management LLC1.9M
$93.2M
+3.7%
Added · +67K sh
Q2 2026
4State Street Corp1.7M
$84.9M
+7.8%
Added · +126K sh
Q2 2026
5Vaughan Nelson Investment Management, L.P.1.5M
$71.6M
+23%
Added · +271K sh
Q2 2026
6Geode Capital Management, LLC1.2M
$60.2M
+19%
Added · +195K sh
Q2 2026
7Morgan Stanley831K
$44.2M
−9.0%
Reduced · −83K sh
Q1 2026
8First Trust Advisors LP756K
$40.2M
−12%
Reduced · −104K sh
Q1 2026
9Dimensional Fund Advisors LP744K
$39.6M
+2.6%
Added · +19K sh
Q1 2026
10Goldman Sachs Group Inc656K
$34.9M
+12%
Added · +69K sh
Q1 2026
11Duff & Phelps Investment Management Co613K
$32.6M
−28%
Reduced · −244K sh
Q1 2026
12Charles Schwab Investment Management Inc583K
$31.0M
−2.2%
Reduced · −13K sh
Q1 2026
13Gabelli Funds LLC520K
$27.7M
Held
Q1 2026
14Nuveen, LLC503K
$26.7M
+75%
Added · +216K sh
Q1 2026
15Bank of New York Mellon Corp476K
$25.4M
−1.5%
Reduced · −7K sh
Q1 2026
16William Blair Investment Management, LLC469K
$23.0M
−21%
Reduced · −125K sh
Q2 2026
17Northern Trust Corp456K
$24.3M
+4.1%
Added · +18K sh
Q1 2026
18Victory Capital Management Inc418K
$22.2M
+161%
Added · +258K sh
Q1 2026
19MetLife Investment Management, LLC374K
$18.4M
+1.0%
Added · +4K sh
Q2 2026
20Gamco Investors, Inc. Et Al364K
$19.4M
Held
Q1 2026
21Mirae Asset Global Etfs Holdings Ltd.312K
$16.6M
−13%
Reduced · −48K sh
Q1 2026
22Vanguard Fiduciary Trust Co280K
$13.7M
+4.7%
Added · +13K sh
Q2 2026
23Hotchkis & Wiley Capital Management LLC276K
$13.5M
+2.3%
Added · +6K sh
Q2 2026
24Two Sigma Investments, LP273K
$14.5M
+370%
Added · +215K sh
Q1 2026
25Glenmede Trust Co Na258K
$12.6M
−3.8%
Reduced · −10K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is NWN being bought or sold by institutions?

Last quarter, 9 funds opened a new position in NWN and 23 added to an existing one, while 12 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
9
funds took a first position
Added
23
added to an existing position
Reduced
12
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own NWN also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT155 funds$212.5B
Amazon.com IncAMZN153 funds$167.4B
Nvidia CorpNVDA152 funds$356.3B
Meta Platforms Inc-Class AMETA150 funds$93.4B
Alphabet Inc-CL AGOOGL149 funds$144.0B
Apple IncAAPL148 funds$245.1B
Eli Lilly & CoLLY148 funds$74.2B
Visa Inc-Class A SharesV148 funds$50.4B
Unitedhealth Group IncUNH148 funds$27.8B
Broadcom IncAVGO147 funds$145.5B
JPMorgan Chase & CoJPM147 funds$48.2B
Alphabet Inc-CL CGOOG146 funds$109.3B

Ranked by how many of NWN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NWN.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$80K
2 insiders
Sells · 180d
$229K
1 insider
Net · 180d
-$150K
5 open-market transactions
DateInsiderRoleActionSharesValue
Aug 18, 2026Anderson David HugoDirectorSell (S)2K$76K
Jul 20, 2026Anderson David HugoDirectorSell (S)2K$77K
Jun 26, 2026Anderson David HugoDirectorSell (S)2K$76K
May 12, 2026Bragdon Peter JDirectorBuy (P)400$20K
May 7, 2026Palfreyman JustinPresident & CEO, DirectorBuy (P)1K$60K
Mar 23, 2026Weber David A.VP, Gas SupplySell (S)2K$89K
Mar 5, 2026Kravitz Zachary DVP, Regulatory Affairs andSell (S)
2 lots, same day
1$56
Mar 5, 2026Weber David A.VP, Gas SupplySell (S)1$32
Mar 5, 2026Karney Joseph SVP, Eng. & Utility OperationsSell (S)
2 lots, same day
1$60
Mar 5, 2026Rush Kimberly HeitingPresidentSell (S)
2 lots, same day
1$61
Mar 5, 2026Rogers Melinda B.VP, Chief HR andSell (S)0$7
Dec 22, 2025Saathoff MardiLynGen'l Counsel, CCO & SVP, RegSell (S)
2 lots, same day
1$53

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5036
Insiders
Form 4 open-market
21-$150K
US House
STOCK Act trades
00$0
Sector rotation
NWN is in Utilities, which smart money is rotating OUT OF
$4.1B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

136 tracked filers in Q2 2026 filingsstill filing
0138275Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $328.8M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for NWN

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Ask your agent what changed in NWN

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NWN/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for NWN.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NWN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.