RAFFA WEALTH MANAGEMENT, LLC
Position in NWN — Northwest Natural Holding Co
CIK 1631073
WASHINGTON, DC
Position in NWN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,962
-$166 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#284
of 309 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NWN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $12,836 across 9 Utilities - Regulated Gas names. NWN ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
70 | $3,328 | |
| 2 | ATO |
Atmos Energy Corp
|
19 | $3,273 | |
| 3 | NWN |
Northwest Natural Holding Co
This page
|
40 | $1,962 | |
| 4 | UGI |
Ugi Corp /Pa/
|
49 | $1,692 | |
| 5 | OPAL |
OPAL Fuels Inc.
|
673 | $1,480 | |
| 6 | MDU |
Mdu Resources Group Inc
|
39 | $827 | |
| 7 | NJR |
New Jersey Resources Corp
|
2 | $112 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
1 | $88 |
All Filings in NWN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,962 | 40 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,128 | 40 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $1,869 | 40 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $1,617 | 29 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $1,173 | 19 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||