Public record / Tickers / NWN

NWN — Northwest Natural Holding Co†

Both disclosure regimes on one name: who in Congress filed about NWN, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
61
all PTR rows naming NWN
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
12-07
filed 2024-12-07
13F holders
259
top-259 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Earl Blumenauer · $50.0K–$100K

SELL · traded 2020-08-11 → filed 2020-09-10. Ranked over every NWN row by the provable lower bound, never a point estimate.

No member disclosed NWN in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

1 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING NWN · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NWN
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-12-07Earl Blumenauer D–OR-3BUY SP (spouse-owned)Traded 11-15 +22d$1K–$15K
2024-09-06Earl Blumenauer D–OR-3BUY SP (spouse-owned)Traded 08-15 +22d$1K–$15K
2024-06-06Earl Blumenauer D–OR-3BUY SP (spouse-owned)Traded 05-15 +22d$1K–$15K
2024-03-12Earl Blumenauer D–OR-3BUY SP (spouse-owned)Traded 02-15 +26d$1K–$15K
2023-12-04Earl Blumenauer D–OR-3BUY SP (spouse-owned)Traded 11-15 +19d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 61 ↗

Members active in NWN

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed NWN in the trailing 12 months.

Congress ↔ notable managers · NWN

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Caxton Associates $930K held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · NORTHWEST NAT HLDG CO

Merged timeline of congressional filings and notable-manager moves on NWN
DateWhoChangeSize
2026-05-14Caxton Associates 13FADD+1,812 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of NWN for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$340M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$140M1
3VANGUARD CAPITAL MANAGEMENT LLC$97.5M1
4STATE STREET CORP$85.4M1
5MORGAN STANLEY$44.2M1
6Invesco Ltd.$42.6M1
7FIRST TRUST ADVISORS LP$40.2M1
8DIMENSIONAL FUND ADVISORS LP$39.6M1
9DUFF & PHELPS INVESTMENT MANAGEMENT CO$32.6M1
10WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$31.6M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$31.0M1
12Nuveen, LLC$26.7M1
13NORTHERN TRUST CORP$24.3M1
14VICTORY CAPITAL MANAGEMENT INC$22.2M1
15MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$16.6M1
16TWO SIGMA INVESTMENTS, LP$14.5M1
17HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$14.4M1
18VANGUARD FIDUCIARY TRUST CO$14.2M1
19GLENMEDE TRUST CO NA$13.5M1
20PRUDENTIAL FINANCIAL INC$12.9M1
21Legal & General Group Plc$12.8M1
22PRINCIPAL FINANCIAL GROUP INC$12.7M1
23AMERICAN CENTURY COMPANIES INC$11.9M1
24AQR CAPITAL MANAGEMENT LLC$11.8M1
25Edgestream Partners, L.P.$10.7M1
26BANK OF AMERICA CORP /DE/$10.2M1
27JUPITER ASSET MANAGEMENT LTD$10.0M1
28Baird Financial Group, Inc.$9.2M1
29Dana Investment Advisors, Inc.$8.9M1
30FRANKLIN RESOURCES INC$8.2M1
31PUBLIC SECTOR PENSION INVESTMENT BOARD$7.9M1
32UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$7.6M1
33EXCHANGE TRADED CONCEPTS, LLC$7.6M1
34ProShare Advisors LLC$6.9M1
35UBS Group AG$6.9M1
36MILLENNIUM MANAGEMENT LLC$5.7M1
37Qube Research & Technologies Ltd$5.2M1
38VOYA INVESTMENT MANAGEMENT LLC$5.2M1
39Point72 Asset Management, L.P.$5.1M1
40COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.8M1
41JANE STREET GROUP, LLC$4.5M1
42Swiss National Bank$4.4M1
43DEUTSCHE BANK AG\$4.1M1
44WELLS FARGO & COMPANY/MN$3.5M1
45Cetera Investment Advisers$3.5M1
46CITIGROUP INC$3.2M1
47WINTON GROUP Ltd$3.2M1
48CITADEL ADVISORS LLC$3.1M1
49PANAGORA ASSET MANAGEMENT INC$3.0M1
50Squarepoint Ops LLC$2.9M1
51D. E. Shaw & Co., Inc.$2.8M1
52State of New Jersey Common Pension Fund D$2.4M1
53Magellan Asset Management Ltd$2.3M1
54Maryland State Retirement & Pension System$2.3M1
55Quantinno Capital Management LP$2.2M1
56FMR LLC$2.2M1
57MACQUARIE GROUP LTD$2.1M1
58ALLIANCEBERNSTEIN L.P.$2.1M1
59SEI INVESTMENTS CO$2.0M1
60SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.0M1
61VANGUARD ASSET MANAGEMENT, Ltd$1.7M1
62Vanguard Investments Australia, Ltd.$1.7M1
63XTX Topco Ltd$1.6M1
64BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.6M1
65OCCUDO QUANTITATIVE STRATEGIES LP$1.6M1
66NORDEA INVESTMENT MANAGEMENT AB$1.5M1
67RAYMOND JAMES FINANCIAL INC$1.5M1
68LPL Financial LLC$1.5M1
69Advisors Asset Management, Inc.$1.5M1
70VARCOV Co.$1.4M1
71IEQ CAPITAL, LLC$1.4M1
72Connor, Clark & Lunn Investment Management Ltd.$1.3M1
73COMMONWEALTH EQUITY SERVICES, LLC$1.3M1
74JENNISON ASSOCIATES LLC$1.2M1
75FIFTH THIRD BANCORP$1.2M1
76US BANCORP \DE\$1.2M1
77Engineers Gate Manager LP$1.2M1
78Trexquant Investment LP$1.2M1
79DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.2M1
80Illinois Municipal Retirement Fund$1.1M1
81MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.0M1
82Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$957K1
83PDT Partners, LLC$948K1
84ROYAL BANK OF CANADA$941K1
85CAXTON ASSOCIATES LLP$930K1
86BARCLAYS PLC$926K1
87Tidal Investments LLC$907K1
88Cerity Partners LLC$890K1
89Janus Henderson Group Ltd.$877K1
90Zurcher Kantonalbank (Zurich Cantonalbank)$872K1
91Creative Planning$871K1
92Vanguard Global Advisers, LLC$871K1
93ALPS ADVISORS INC$793K1
94STATE OF WISCONSIN INVESTMENT BOARD$791K1
95BANK OF MONTREAL /CAN/$785K1
96R Squared Ltd$774K1
97BAILARD, INC.$741K1
98CHOREO, LLC$725K1
99Universal- Beteiligungs- und Servicegesellschaft mbH$724K1
100Penn Capital Management Company, LLC$712K1
101Ballentine Partners, LLC$708K1
102FIRST CITIZENS BANK & TRUST CO$705K1
103Envestnet Portfolio Solutions, Inc.$675K1
104LAZARD ASSET MANAGEMENT LLC$644K1
105Allworth Financial LP$644K1
106Amundi$625K1
107TRUE Private Wealth Advisors$624K1
108CWM, LLC$611K1
109Arizona State Retirement System$607K1
110Graham Capital Management, L.P.$603K1
111INTECH INVESTMENT MANAGEMENT LLC$569K1
112Beacon Pointe Advisors, LLC$566K1
113Federation des caisses Desjardins du Quebec$547K1
114STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$542K1
115QUADRANT CAPITAL GROUP LLC$516K1
116Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$507K1
117VOLORIDGE INVESTMENT MANAGEMENT, LLC$505K1
118OREGON PUBLIC EMPLOYEES RETIREMENT FUND$503K1
119WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$498K1
120Pictet Asset Management Holding SA$497K1
121MERCER GLOBAL ADVISORS INC /ADV$487K1
122Focus Partners Wealth$477K1
123Daiwa Securities Group Inc.$466K1
124Groupe la Francaise$461K1
125State of Wyoming$460K1
126STIFEL FINANCIAL CORP$459K1
127FEDERATED HERMES, INC.$456K1
128Intrua Financial, LLC$446K1
129HighTower Advisors, LLC$444K1
130Hilltop Holdings Inc.$393K1
131EP Wealth Advisors, LLC$380K1
132Ascentis Independent Advisors$370K1
133MACKENZIE FINANCIAL CORP$368K1
134Vanguard Personalized Indexing Management, LLC$368K1
135M&T BANK CORP$363K1
136D.A. DAVIDSON & CO.$339K1
137iSAM Funds (UK) Ltd$318K1
138Mariner, LLC$316K1
139CFS Investment Advisory Services, LLC$300K1
140Asset Management One Co., Ltd.$298K1
141Aquatic Capital Management LLC$293K1
142Tower Research Capital LLC (TRC)$283K1
143Jacobi Capital Management LLC$276K1
144Kestra Advisory Services, LLC$266K1
145nVerses Capital, LLC$264K1
146Fortitude Advisory Group L.L.C.$263K1
147WBI INVESTMENTS, LLC$262K1
148Keudell/Morrison Wealth Management$257K1
149MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$253K1
150NewEdge Advisors, LLC$249K1
151Bill Few Associates, Inc.$245K1
152Horizon Investment Services, LLC$237K1
153OXFORD ASSET MANAGEMENT LLP$235K1
154Significant Wealth Partners LLC$227K1
155ENVESTNET ASSET MANAGEMENT INC$219K1
156Brooklyn Investment Group$215K1
157XPONANCE LLC$208K1
158Ameritas Investment Partners, Inc.$180K1
159Eurizon Capital SGR S.p.A.$163K1
160IFM Investors Pty Ltd$153K1
161Steward Partners Investment Advisory, LLC$120K1
162OSAIC HOLDINGS, INC.$113K1
163Palouse Capital Management, Inc.$93.8K1
164BNP Paribas Asset Management Holding S.A.$84.5K1
165Geneos Wealth Management Inc.$79.4K1
166Axiom Investment Management LLC$70.7K1
167Larson Financial Group LLC$68.5K1
168Freestone Grove Partners LP$68.2K1
169Clarity Asset Management, Inc.$63.1K1
170Cranbrook Wealth Management, LLC$58.8K1
171GROUP ONE TRADING LLC$50.1K1
172MCF Advisors LLC$47.9K1
173Abound Wealth Management$42.7K1
174Blue Trust, Inc.$42.6K1
175Pinnacle Wealth Planning Services, Inc.$39.0K1
176SIGNATUREFD, LLC$37.0K1
177MAI Capital Management$35.3K1
178First Pacific Financial$28.7K1
179UMB Bank, n.a.$27.9K1
180NOMURA ASSET MANAGEMENT CO LTD$27.7K1
181ENTRUST FINANCIAL LLC$26.6K1
182Rockefeller Capital Management L.P.$22.6K1
183Salomon & Ludwin, LLC$22.5K1
184Kemnay Advisory Services Inc.$17.5K1
185NATIONAL BANK OF CANADA /FI/$16.7K1
186Destiny Wealth Partners, LLC$16.5K1
187NFSG Corp$13.3K1
188Hartford Financial Management Inc.$12.5K1
189NATIXIS ADVISORS, LLC$12.0K1
190THOMPSON SIEGEL & WALMSLEY LLC$11.0K1
191Atlantic Union Bankshares Corp$10.6K1
192Triumph Capital Management$10.6K1
193INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$10.4K1
194Arax Advisory Partners$9.8K1
195Westside Investment Management, Inc.$9.7K1
196Mitsubishi UFJ Asset Management Co., Ltd.$9.6K1
197Clearstead Advisors, LLC$9.2K1
198Smartleaf Asset Management LLC$8.2K1
199Quarry LP$7.6K1
200Private Wealth Management Group, LLC$7.3K1
201Prudent Man Investment Management, Inc.$7.0K1
202HRT FINANCIAL LP$6.9K1
203ASSETMARK, INC$4.6K1
204CANADA LIFE ASSURANCE Co$3.7K1
205Meramec Financial Planners, LLC$3.3K1
206JPL Wealth Management, LLC$2.8K1
207Keating Financial Advisory Services, Inc.$2.8K1
208PICTON MAHONEY ASSET MANAGEMENT$1.5K1
209THRIVENT FINANCIAL FOR LUTHERANS$1.5K1
210ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.4K1
211Parkside Financial Bank & Trust$1.3K1
212State of Alaska, Department of Revenue$1.2K1
213SouthState Bank Corp$6921
214Manchester Capital Management LLC$6921
215INGALLS & SNYDER LLC$5801
216Ankerstar Wealth, LLC$2661
217True Wealth Design, LLC$2131
218GILPIN WEALTH MANAGEMENT, LLC$2131
219DekaBank Deutsche Girozentrale$1941
220CVA Family Office, LLC$1061
221KBC Group NV$711
222Capital Advisors, Ltd. LLC$551
223JFS WEALTH ADVISORS, LLC$541
224Jackson, Grant Investment Advisers, Inc.$521
225Winthrop Capital Management, LLC$481
226Strategic Wealth Advisors LLC$161
227Compagnie Lombard Odier SCmA$01
228VANGUARD GROUP INC— value not disclosed1
229MML INVESTORS SERVICES, LLC— value not disclosed1
230OPPENHEIMER & CO INC— value not disclosed1
231Brandywine Global Investment Management, LLC— value not disclosed1
232COMERICA BANK— value not disclosed1
233BALYASNY ASSET MANAGEMENT L.P.— value not disclosed1
234GUGGENHEIM CAPITAL LLC— value not disclosed1
235CIBC Private Wealth Group LLC— value not disclosed1
236Weiss Asset Management LP— value not disclosed1
237NORGES BANK— value not disclosed1
238Rodgers Brothers Inc.— value not disclosed1
239GHP Investment Advisors, Inc.— value not disclosed1
240Verition Fund Management LLC— value not disclosed1
241Voleon Capital Management LP— value not disclosed1
242Brevan Howard Capital Management LP— value not disclosed1
243Dynamic Technology Lab Private Ltd— value not disclosed1
244MANGROVE PARTNERS IM, LLC— value not disclosed1
245Empowered Funds, LLC— value not disclosed1
246INFRASTRUCTURE CAPITAL ADVISORS, LLC— value not disclosed1
247FINANCIAL CONSULATE, INC— value not disclosed1
248Versor Investments LP— value not disclosed1
249Schonfeld Strategic Advisors LLC— value not disclosed1
250AE Wealth Management LLC— value not disclosed1
251Global Retirement Partners, LLC— value not disclosed1
252DV EQUITIES, LLC— value not disclosed1
253Johnson Bixby & Associates, LLC— value not disclosed1
254Optiver Holding B.V.— value not disclosed1
255AlphaQuest LLC— value not disclosed1
256Bell Investment Advisors, Inc— value not disclosed1
257Dunhill Financial, LLC— value not disclosed1
258Caitong International Asset Management Co., Ltd— value not disclosed1
259Motiv8 Investments LLC— value not disclosed1
Truncated by Public Filings. Every one of the 227 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date (the full holders view shows them), but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on NWN

RETAINED WINDOW · ACTIVE HITS

Zero hits on NWN in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for NWN · financials and macro

Financials — as filed PLANNED

NWN's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: NWN on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing