NWN β€” NORTHWEST NAT GAS CO

Ownership history in Summit Global Investments  Β·  10 quarters on record

AI Ownership Summary

Summit Global Investments reported NORTHWEST NAT GAS CO (NWN) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.07% in 2023 Q4. The latest visible filing shows NWN at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NWN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Summit Global Investments's position in NORTHWEST NAT GAS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

NWN was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Summit Global Investments held NWN β€” position size vs. price
% of Fund (quarterly)    NWN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 11,182 +2,586 +30.1% 0.03% $502K 2025-11-03 $45.80
2025 Q2 REDUCED 8,596 -14,608 -63.0% 0.02% $341K 2025-08-12 $39.96
2025 Q1 REDUCED 23,204 -5,605 -19.5% 0.07% $991K 2025-04-07 $38.31
2023 Q4 REDUCED 28,809 -718 -2.4% 0.07% $1.1M 2024-02-06 $32.54
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Summit Global Investments and NWN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Summit Global Investments reported owning NWN?

Summit Global Investments reported NWN across 4 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported NWN position in Summit Global Investments's portfolio?

The largest reported portfolio weight for NWN was 0.07% in 2023 Q4.

What is the latest reported NWN position on this page?

The most recent filing on this page is 2025 Q3, when Summit Global Investments reported 11,182 shares, equal to 0.03% of portfolio, with an estimated market value of $502K.

What does the chart on this NWN ownership page compare?

The chart compares Summit Global Investments's quarterly NWN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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