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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
Q2 		$78 Hold
1
– – ﹤0.01% 1199
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 $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

Anchor Investment Management's NWE Position: Q2 2026 in Review

Anchor Investment Management held its NorthWestern Energy (NWE) position steady in Q2 2026 at 1 share worth $78. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Anchor Investment Management first reported a position in NWE in Q3 2024 and has held it in 8 quarters since. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Anchor Investment Management held 1 share of NorthWestern Energy worth $78 as of Q2 2026.
  • Anchor Investment Management left its NorthWestern Energy share count unchanged in Q2 2026.
  • NorthWestern Energy made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #1199 holding.
  • Anchor Investment Management first reported a position in NorthWestern Energy in Q3 2024 and has held it in 8 quarters since.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.