PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in NWN — Northwest Natural Holding Co
CIK 2145782
WALTHAM, MA
Position in NWN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$48,618
-$3,590 QoQ
Shares Held
991
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#232
of 315 holders
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NWN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $152,029 across 2 Utilities - Regulated Gas names. NWN ranks #2 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
2,686 | $103,411 | |
| 2 | NWN |
Northwest Natural Holding Co
This page
|
991 | $48,618 |
All Filings in NWN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,618 | 991 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $52,208 | 981 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $45,431 | 972 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $43,222 | 962 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $37,773 | 951 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $190 | 4 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||