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Allworth Financial’s NorthWestern Energy NWE Stock Holding History

Allworth 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 		$35.2K Sell
492
-534
-52% -$37.8K ﹤0.01% 2769
2026
Q1 		$67.7K Buy
1,026
+158
+18% +$10.7K ﹤0.01% 2106
2025
Q4 		$56K Buy
868
+432
+99% +$27.4K ﹤0.01% 2120
2025
Q3 		$25.6K Buy
436
+316
+263% +$17.4K ﹤0.01% 2543
2025
Q2 		$6.16K Buy
120
+15
+14% +$829 ﹤0.01% 3151
2025
Q1 		$6.14K Buy
105
+55
+110% +$2.99K ﹤0.01% 2655
2024
Q4 		$2.67K Buy
50
+13
+35% +$707 ﹤0.01% 3047
2024
Q3 		$2.12K Sell
37
-9
-20% -$481 ﹤0.01% 2944
2024
Q2 		$2.42K Buy
46
+13
+39% +$657 ﹤0.01% 2841
2024
Q1 		$1.68K Buy
33
+3
+10% +$146 ﹤0.01% 2876
2023
Q4 		$1.53K Sell
30
-266
-90% -$13.3K ﹤0.01% 2793
2023
Q3 		$14.2K Buy
296
+233
+370% +$12.4K ﹤0.01% 1718
2023
Q2 		$3.58K Hold
63
– – ﹤0.01% 2244
2023
Q1 		$3.65K Sell
63
-23
-27% -$1.31K ﹤0.01% 2161
2022
Q4 		$5.1K Buy
86
+81
+1,620% +$4.42K ﹤0.01% 1888
2022
Q3 		$0 Sell
5
-5
-50% -$274 ﹤0.01% 2958
2022
Q2 		$1K Hold
10
– – ﹤0.01% 2209
2022
Q1 		$1K Hold
10
– – ﹤0.01% 1978
2021
Q4 		$1K Buy
+10
New +$568 ﹤0.01% 1844

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

Allworth Financial's NWE Position: Q2 2026 in Review

Allworth Financial reduced its NorthWestern Energy (NWE) stake by 52% in Q2 2026, selling an estimated $37.8K and leaving 492 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2769.

Allworth Financial first reported a position in NWE in Q4 2021 and has held it in 19 quarters since. The position peaked at $67.7K in Q1 2026. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Allworth Financial held 492 shares of NorthWestern Energy worth $35.2K as of Q2 2026.
  • Allworth Financial sold 534 NorthWestern Energy shares in Q2 2026, an estimated $37.8K.
  • NorthWestern Energy made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2769 holding.
  • Allworth Financial first reported a position in NorthWestern Energy in Q4 2021 and has held it in 19 quarters since.
  • Allworth Financial's NorthWestern Energy position peaked at $67.7K in Q1 2026.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.