State Street Reports 1.605M NWN Shares (4%)
State Street Corporation reports beneficial ownership of 1,605,211 shares of Northwest Natural Holding Co common stock, equal to 4% of the class as of 03/31/2026.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Rhea-AI Filing Summary
State Street Corporation reports beneficial ownership of 1,605,211 shares of Northwest Natural Holding Co common stock, equal to 4% of the class as of 03/31/2026. The filing lists several State Street investment advisory subsidiaries as acquiring entities and shows shared voting power of 1,497,539 shares.
Insights
Large passive holder reports a 4% stake in NWN as of 03/31/2026.
State Street Corporation's Schedule 13G discloses beneficial ownership of 1,605,211 shares (4%). The filing attributes holdings to multiple State Street advisory subsidiaries, indicating custody/management across funds and separate accounts.
Future disclosures could show portfolio turnover; stakeholder voting alignment depends on how those advisory entities instruct votes. Timing and cash‑flow treatment are not detailed in the excerpt.
Filing is a passive 13G disclosure, not an active takeover signal.
The submission follows Schedule 13G reporting conventions and classifies multiple State Street entities (e.g., SSGA Funds Management) under Item 7, consistent with holdings held in advisory capacities. Shared voting/dispositive power figures are provided verbatim.
As a 13G, this indicates passive investment intent at the reporting date; any change in intent would require a different filing.
Key Figures
Key Terms
Schedule 13G regulatory
Investment adviser (IA) financial
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake does State Street report in NWN?
Is this a Schedule 13G or an active acquisition filing?
Who signed the filing and when was it executed?
AI-generated analysis. How Rhea-AI works. Not financial advice.