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Advisory Services Network’s NorthWestern Energy NWE Stock Holding History

Advisory Services Network’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 		$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

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

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.