Superior Planning, LLC’s NorthWestern Energy NWE Stock Holding History

Superior Planning, LLC’s Portfolio NWE Stock Details NWE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.02K	Buy	+15	New	+$1.06K	﹤0.01%	1747

Other funds holding NWE

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Superior Planning, LLC's NWE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in NorthWestern Energy (NWE) in Q3 2026: 15 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #1747 among its holdings.

229 funds tracked by Wall St. Rank hold NWE as of Q3 2026.

Superior Planning, LLC held 15 shares of NorthWestern Energy worth $1.02K as of Q3 2026.
NorthWestern Energy was a new Superior Planning, LLC position in Q3 2026.
NorthWestern Energy made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1747 holding.
229 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.