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Advisornet Financial’s NorthWestern Energy NWE Stock Holding History

Advisornet Financial’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 		$71.4K Hold
997
– – ﹤0.01% 998
2026
Q1 		$65.7K Buy
997
+32
+3% +$2.17K ﹤0.01% 956
2025
Q4 		$62.3K Buy
965
+48
+5% +$3.04K ﹤0.01% 987
2025
Q3 		$53.7K Buy
917
+34
+4% +$1.88K ﹤0.01% 1000
2025
Q2 		$45.3K Hold
883
– – ﹤0.01% 1032
2025
Q1 		$51.1K Hold
883
– – ﹤0.01% 929
2024
Q4 		$47.2K Buy
883
+200
+29% +$10.9K ﹤0.01% 901
2024
Q3 		$39.1K Buy
+683
New +$36.5K ﹤0.01% 978
2024
Q2 		– Sell
-41
Closed -$2.09K – 2155
2024
Q1 		$2.09K Buy
41
+30
+273% +$1.46K ﹤0.01% 1593
2023
Q4 		$560 Buy
11
+5
+83% +$250 ﹤0.01% 2068
2023
Q3 		$288 Sell
6
-7
-54% -$373 ﹤0.01% 2082
2023
Q2 		$738 Buy
13
+2
+18% +$117 ﹤0.01% 1963
2023
Q1 		$636 Buy
11
+2
+22% +$114 ﹤0.01% 2007
2022
Q4 		$534 Buy
+9
New +$491 ﹤0.01% 2013
2021
Q3 		– Sell
-665
Closed -$40K – 1967
2021
Q2 		$40K Hold
665
– – ﹤0.01% 1049
2021
Q1 		$43K Sell
665
-450
-40% -$26.6K ﹤0.01% 980
2020
Q4 		$65K Hold
1,115
– – 0.01% 801
2020
Q3 		$54K Sell
1,115
-677
-38% -$35.9K ﹤0.01% 832
2020
Q2 		$98K Sell
1,792
-82
-4% -$4.75K 0.01% 678
2020
Q1 		$112K Sell
1,874
-718
-28% -$51.2K 0.01% 588
2019
Q4 		$186K Hold
2,592
– – 0.02% 520
2019
Q3 		$195K Hold
2,592
– – 0.02% 510
2019
Q2 		$187K Sell
2,592
-155
-6% -$11K 0.02% 461
2019
Q1 		$193K Buy
2,747
+718
+35% +$47.1K 0.02% 433
2018
Q4 		$121K Hold
2,029
– – 0.02% 477
2018
Q3 		$119K Hold
2,029
– – 0.02% 517
2018
Q2 		$116K Hold
2,029
– – 0.02% 489
2018
Q1 		$109K Hold
2,029
– – 0.02% 508
2017
Q4 		$121K Buy
+2,029
New +$122K 0.02% 440

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

Advisornet Financial's NWE Position: Q2 2026 in Review

Advisornet Financial held its NorthWestern Energy (NWE) position steady in Q2 2026 at 997 shares worth $71.4K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Advisornet Financial first reported a position in NWE in Q4 2017 and has held it in 29 quarters since. The position peaked at $195K in Q3 2019. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Advisornet Financial held 997 shares of NorthWestern Energy worth $71.4K as of Q2 2026.
  • Advisornet Financial left its NorthWestern Energy share count unchanged in Q2 2026.
  • NorthWestern Energy made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #998 holding.
  • Advisornet Financial first reported a position in NorthWestern Energy in Q4 2017 and has held it in 29 quarters since.
  • Advisornet Financial's NorthWestern Energy position peaked at $195K in Q3 2019.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.