Advisory Services Network’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $344K | Buy |
4,797
+1,098
| +30% | +$77.8K | ﹤0.01% | 1653 |
|
|
2026
Q1 | $244K | Sell |
3,699
-2,081
| -36% | -$141K | ﹤0.01% | 1704 |
|
|
2025
Q4 | $373K | Sell |
5,780
-983
| -15% | -$62.2K | 0.01% | 1355 |
|
|
2025
Q3 | $396K | Buy |
6,763
+224
| +3% | +$12.4K | 0.01% | 1317 |
|
|
2025
Q2 | $351K | Sell |
6,539
-223
| -3% | -$12.3K | 0.01% | 1329 |
|
|
2025
Q1 | $391K | Buy |
6,762
+531
| +9% | +$28.9K | 0.01% | 1173 |
|
|
2024
Q4 | $333K | Buy |
6,231
+1,756
| +39% | +$95.4K | 0.01% | 1244 |
|
|
2024
Q3 | $224K | Hold |
4,475
| – | – | ﹤0.01% | 1329 |
|
|
2024
Q2 | $224K | Buy |
+4,475
| New | +$226K | ﹤0.01% | 1329 |
|
|
2024
Q1 | – | Sell |
-3,304
| Closed | -$168K | – | 2915 |
|
|
2023
Q4 | $168K | Buy |
+3,304
| New | +$165K | ﹤0.01% | 1371 |
|
|
2023
Q2 | – | Sell |
-2,217
| Closed | -$128K | – | 2891 |
|
|
2023
Q1 | $128K | Buy |
2,217
+113
| +5% | +$6.45K | ﹤0.01% | 1512 |
|
|
2022
Q4 | $125K | Buy |
+2,104
| New | +$115K | ﹤0.01% | 1502 |
|
|
2021
Q3 | – | Sell |
-214
| Closed | -$13K | – | 2612 |
|
|
2021
Q2 | $13K | Buy |
+214
| New | +$13.9K | ﹤0.01% | 2687 |
|
|
2021
Q1 | – | Sell |
-8,329
| Closed | -$486K | – | 2414 |
|
|
2020
Q4 | $486K | Buy |
8,329
+8,159
| +4,799% | +$454K | 0.02% | 751 |
|
|
2020
Q3 | $8K | Buy |
+170
| New | +$9.03K | ﹤0.01% | 2568 |
|
|
2020
Q2 | – | Sell |
-131
| Closed | -$8K | – | 2169 |
|
|
2020
Q1 | $8K | Buy |
131
+61
| +87% | +$4.35K | ﹤0.01% | 2287 |
|
|
2019
Q4 | $5K | Buy |
70
+10
| +17% | +$721 | ﹤0.01% | 2621 |
|
|
2019
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 2482 |
|
|
2019
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 2480 |
|
|
2019
Q1 | $4K | Sell |
60
-27
| -31% | -$1.77K | ﹤0.01% | 2183 |
|
|
2018
Q4 | $5K | Buy |
+87
| New | +$5.34K | ﹤0.01% | 2032 |
|
|
2018
Q2 | – | Sell |
-92
| Closed | -$5K | – | 2626 |
|
|
2018
Q1 | $5K | Hold |
92
| – | – | ﹤0.01% | 2125 |
|
|
2017
Q4 | $5K | Hold |
92
| – | – | ﹤0.01% | 2117 |
|
|
2017
Q3 | $5K | Buy |
92
+15
| +19% | +$895 | ﹤0.01% | 1893 |
|
|
2017
Q2 | $5K | Buy |
77
+21
| +38% | +$1.28K | ﹤0.01% | 1818 |
|
|
2017
Q1 | $3K | Buy |
+56
| New | +$3.22K | ﹤0.01% | 1892 |
|
Other funds holding NWE
Advisory Services Network's NWE Position: Q2 2026 in Review
Advisory Services Network increased its NorthWestern Energy (NWE) stake by 30% in Q2 2026, buying an estimated $77.8K and bringing the position to 4,797 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.
Advisory Services Network first reported a position in NWE in Q1 2017 and has held it in 26 quarters since. The position peaked at $486K in Q4 2020. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.
- Advisory Services Network held 4,797 shares of NorthWestern Energy worth $344K as of Q2 2026.
- Advisory Services Network bought 1,098 NorthWestern Energy shares in Q2 2026, an estimated $77.8K.
- NorthWestern Energy made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1653 holding.
- Advisory Services Network first reported a position in NorthWestern Energy in Q1 2017 and has held it in 26 quarters since.
- Advisory Services Network's NorthWestern Energy position peaked at $486K in Q4 2020.
- 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.
Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.