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Anchor Investment Management’s NorthWestern Energy NWE Stock Holding History

Anchor Investment Management’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
Q1 		$71 Hold
1
– – ﹤0.01% 1061
2025
Q4 		$69 Hold
1
– – ﹤0.01% 1040
2025
Q3 		$62 Hold
1
– – ﹤0.01% 1057
2025
Q2 		$54 Hold
1
– – ﹤0.01% 1040
2025
Q1 		$60 Hold
1
– – ﹤0.01% 1033
2024
Q4 		$55 Hold
1
– – ﹤0.01% 1018
2024
Q3 		$58 Buy
+1
New +$53 ﹤0.01% 1041

Other funds holding NWE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Anchor Investment Management's NWE Position: Q1 2026 in Review

Anchor Investment Management held its NorthWestern Energy (NWE) position steady in Q1 2026 at 1 share worth $71. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Anchor Investment Management first reported a position in NWE in Q3 2024 and has held it in 7 quarters since. 370 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

  • Anchor Investment Management held 1 share of NorthWestern Energy worth $71 as of Q1 2026.
  • Anchor Investment Management left its NorthWestern Energy share count unchanged in Q1 2026.
  • NorthWestern Energy made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #1061 holding.
  • Anchor Investment Management first reported a position in NorthWestern Energy in Q3 2024 and has held it in 7 quarters since.
  • 370 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.