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Accurate Wealth Management’s NorthWestern Energy NWE Stock Holding History

Accurate Wealth Management’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
Q2 		$605K Buy
8,318
+140
+2% +$9.92K 0.06% 309
2026
Q1 		$577K Buy
8,178
+3,676
+82% +$249K 0.07% 284
2025
Q4 		$297K Buy
4,502
+902
+25% +$57.1K 0.04% 412
2025
Q3 		$210K Buy
+3,600
New +$199K 0.03% 472
2025
Q2 		– Sell
-3,875
Closed -$218K – 453
2025
Q1 		$218K Sell
3,875
-138
-3% -$7.5K 0.04% 351
2024
Q4 		$205K Buy
+4,013
New +$218K 0.04% 365
2024
Q3 		– Sell
-3,919
Closed -$202K – 386
2024
Q2 		$202K Sell
3,919
-191
-5% -$9.65K 0.05% 321
2024
Q1 		$206K Sell
4,110
-134
-3% -$6.54K 0.06% 278
2023
Q4 		$211K Sell
4,244
-981
-19% -$49K 0.07% 257
2023
Q3 		$255K Buy
5,225
+632
+14% +$33.7K 0.08% 216
2023
Q2 		$261K Buy
+4,593
New +$269K 0.08% 217
2023
Q1 		– Sell
-2,498
Closed -$145K – 1015
2022
Q4 		$145K Buy
+2,498
New +$136K 0.05% 249

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Accurate Wealth Management's NWE Position: Q2 2026 in Review

Accurate Wealth Management increased its NorthWestern Energy (NWE) stake by 1.7% in Q2 2026, buying an estimated $9.92K and bringing the position to 8,318 shares worth $605K. The position accounts for 0.06% of the portfolio, ranked #309.

Accurate Wealth Management first reported a position in NWE in Q4 2022 and has held it in 12 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Accurate Wealth Management held 8,318 shares of NorthWestern Energy worth $605K as of Q2 2026.
  • Accurate Wealth Management bought 140 NorthWestern Energy shares in Q2 2026, an estimated $9.92K.
  • NorthWestern Energy made up 0.06% of Accurate Wealth Management's portfolio in Q2 2026, its #309 holding.
  • Accurate Wealth Management first reported a position in NorthWestern Energy in Q4 2022 and has held it in 12 quarters since.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.