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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Earl Blumenauer · $50.0K–$100K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-12-07Earl Blumenauer D–OR-3Purchase · SP (spouse-owned)Traded 11-15 +22d$1K–$15K
2024-09-06Earl Blumenauer D–OR-3Purchase · SP (spouse-owned)Traded 08-15 +22d$1K–$15K
2024-06-06Earl Blumenauer D–OR-3Purchase · SP (spouse-owned)Traded 05-15 +22d$1K–$15K
2024-03-12Earl Blumenauer D–OR-3Purchase · SP (spouse-owned)Traded 02-15 +26d$1K–$15K
2023-12-04Earl Blumenauer D–OR-3Purchase · SP (spouse-owned)Traded 11-15 +19d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
229MML INVESTORS SERVICES, LLC$01
230OPPENHEIMER & CO INC$01
231Brandywine Global Investment Management, LLC$01
232COMERICA BANK$01
233BALYASNY ASSET MANAGEMENT L.P.$01
234GUGGENHEIM CAPITAL LLC$01
235CIBC Private Wealth Group LLC$01
236Weiss Asset Management LP$01
237NORGES BANK$01
238Rodgers Brothers Inc.$01
239GHP Investment Advisors, Inc.$01
240Verition Fund Management LLC$01
241Voleon Capital Management LP$01
242Brevan Howard Capital Management LP$01
243Dynamic Technology Lab Private Ltd$01
244MANGROVE PARTNERS IM, LLC$01
245Empowered Funds, LLC$01
246INFRASTRUCTURE CAPITAL ADVISORS, LLC$01
247FINANCIAL CONSULATE, INC$01
248Versor Investments LP$01
249Schonfeld Strategic Advisors LLC$01
250AE Wealth Management LLC$01
251Global Retirement Partners, LLC$01
252DV EQUITIES, LLC$01
253Johnson Bixby & Associates, LLC$01
254Optiver Holding B.V.$01
255AlphaQuest LLC$01
256Bell Investment Advisors, Inc$01
257Dunhill Financial, LLC$01
258Caitong International Asset Management Co., Ltd$01
259Motiv8 Investments LLC$01
Truncated by Public Filings. The published aggregate ranks the top 259 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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