Root Financial Partners, LLC
Position in NWN — Northwest Natural Holding Co
CIK 1977181
ENCINITAS, CA
Position in NWN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$252,855
-$22,026 QoQ
Shares Held
5,154
-0.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#187
of 309 holders
Holding Since
Sep 2025
4 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, 2026Root Financial Partners, LLC holds $252,855 across 1 Utilities - Regulated Gas name. NWN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWN |
Northwest Natural Holding Co
This page
|
5,154 | $252,855 |
All Filings in NWN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,855 | 5,154 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $274,881 | 5,165 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $93 | 2 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $44 | 1 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||