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Clear Out: Financial Planner Disposes of Utility Stock Worth $2.9 Million, According to Recent Filing
The Motley Foolยท 2025-10-26 21:52
Core Insights - Regency Capital Management Inc. sold its entire position in Northwest Natural Holding Company, liquidating 74,078 shares for an estimated value of $2.94 million as of October 20, 2025 [2][3][10] Company Overview - Northwest Natural Holding Company operates as a regulated utility focused on natural gas distribution and storage, along with water utility and renewable energy operations [5][6] - The company serves approximately 786,000 gas meters and provides water to about 80,000 people through roughly 33,000 water and wastewater connections in the Pacific Northwest and Texas [6][7] - Financial metrics include a revenue of $1.24 billion, net income of $103.25 million, and a dividend yield of 4.10% as of October 20, 2025 [4] Recent Performance - As of October 20, 2025, shares of NWN were priced at $46.66, reflecting a 15.2% increase over the past year, outperforming the S&P 500 by 5.43 percentage points [3][10] - Over the last three years, NWN shares generated a total return of only 18%, with a compound annual growth rate (CAGR) of 5.8%, significantly lagging behind the Utilities Select Sector SPDR Fund (54% total return, 15.5% CAGR) and the S&P 500 (84% total return, 22.6% CAGR) [11]