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Ameritas Investment Partners’s NorthWestern Energy NWE Stock Holding History

Ameritas Investment Partners’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 		$1.21M Buy
16,944
+679
+4% +$48.1K 0.03% 578
2026
Q1 		$1.07M Hold
16,265
– – 0.03% 572
2025
Q4 		$1.05M Sell
16,265
-401
-2% -$25.4K 0.03% 594
2025
Q3 		$977K Sell
16,666
-1,638
-9% -$90.4K 0.03% 620
2025
Q2 		$939K Hold
18,304
– – 0.03% 629
2025
Q1 		$1.06M Sell
18,304
-427
-2% -$23.2K 0.04% 588
2024
Q4 		$1M Sell
18,731
-3
-0% -$163 0.03% 626
2024
Q3 		$1.07M Sell
18,734
-459
-2% -$24.5K 0.03% 608
2024
Q2 		$961K Sell
19,193
-659
-3% -$33.3K 0.03% 619
2024
Q1 		$1.01M Hold
19,852
– – 0.03% 624
2023
Q4 		$1.01M Buy
19,852
+401
+2% +$20K 0.04% 611
2023
Q3 		$935K Sell
19,451
-476
-2% -$25.4K 0.04% 591
2023
Q2 		$1.13M Buy
19,927
+331
+2% +$19.4K 0.04% 533
2023
Q1 		$1.13M Hold
19,596
– – 0.04% 531
2022
Q4 		$1.09M Buy
19,596
+735
+4% +$40.1K 0.04% 547
2022
Q3 		$929K Buy
18,861
+281
+2% +$15.4K 0.04% 544
2022
Q2 		$1.09M Hold
18,580
– – 0.05% 499
2022
Q1 		$1.12M Buy
18,580
+518
+3% +$30.3K 0.04% 576
2021
Q4 		$1.03M Buy
18,062
+382
+2% +$21.7K 0.03% 626
2021
Q3 		$1.01M Hold
17,680
– – 0.04% 605
2021
Q2 		$1.06M Sell
17,680
-553
-3% -$36K 0.04% 600
2021
Q1 		$1.19M Hold
18,233
– – 0.05% 532
2020
Q4 		$1.06M Sell
18,233
-817
-4% -$45.4K 0.05% 522
2020
Q3 		$927K Hold
19,050
– – 0.04% 495
2020
Q2 		$1.04M Buy
19,050
+350
+2% +$20.3K 0.05% 441
2020
Q1 		$1.12M Buy
18,700
+10
+0.1% +$713 0.06% 346
2019
Q4 		$1.34M Buy
18,690
+233
+1% +$16.8K 0.06% 398
2019
Q3 		$1.39M Sell
18,457
-417
-2% -$30.1K 0.06% 368
2019
Q2 		$1.36M Sell
18,874
-193
-1% -$13.7K 0.06% 369
2019
Q1 		$1.34M Hold
19,067
– – 0.06% 383
2018
Q4 		$1.13M Hold
19,067
– – 0.06% 402
2018
Q3 		$1.12M Buy
19,067
+519
+3% +$30.8K 0.05% 491
2018
Q2 		$1.06M Sell
18,548
-181
-1% -$9.82K 0.05% 502
2018
Q1 		$1.01M Hold
18,729
– – 0.05% 515
2017
Q4 		$1.12M Buy
18,729
+270
+1% +$16.3K 0.05% 504
2017
Q3 		$1.11M Hold
18,459
– – 0.05% 481
2017
Q2 		$1.13M Hold
18,459
– – 0.05% 479
2017
Q1 		$1.08M Sell
18,459
-546
-3% -$31.4K 0.05% 484
2016
Q4 		$1.08M Hold
19,005
– – 0.05% 473
2016
Q3 		$1.09M Buy
19,005
+15,211
+401% +$907K 0.06% 438
2016
Q2 		$239K Buy
3,794
+164
+5% +$9.71K 0.02% 887
2016
Q1 		$224K Buy
+3,630
New +$209K 0.01% 909
2015
Q2 		– Sell
-4,137
Closed -$223K – 1204
2015
Q1 		$223K Hold
4,137
– – 0.01% 966
2014
Q4 		$234K Buy
+4,137
New +$216K 0.02% 920

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

Ameritas Investment Partners's NWE Position: Q2 2026 in Review

Ameritas Investment Partners increased its NorthWestern Energy (NWE) stake by 4.2% in Q2 2026, buying an estimated $48.1K and bringing the position to 16,944 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #578.

Ameritas Investment Partners first reported a position in NWE in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.39M in Q3 2019. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Ameritas Investment Partners held 16,944 shares of NorthWestern Energy worth $1.21M as of Q2 2026.
  • Ameritas Investment Partners bought 679 NorthWestern Energy shares in Q2 2026, an estimated $48.1K.
  • NorthWestern Energy made up 0.03% of Ameritas Investment Partners's portfolio in Q2 2026, its #578 holding.
  • Ameritas Investment Partners first reported a position in NorthWestern Energy in Q4 2014 and has held it in 44 quarters since.
  • Ameritas Investment Partners's NorthWestern Energy position peaked at $1.39M in Q3 2019.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.