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Ancora Advisors’s NorthWestern Energy NWE Stock Holding History

Ancora Advisors’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 		$7M Sell
97,785
-440
-0.4% -$31.2K 0.13% 166
2026
Q1 		$6.48M Sell
98,225
-31,180
-24% -$2.11M 0.14% 160
2025
Q4 		$8.35M Sell
129,405
-96,670
-43% -$6.12M 0.17% 131
2025
Q3 		$13.3M Buy
226,075
+6,690
+3% +$369K 0.26% 83
2025
Q2 		$11.3M Sell
219,385
-1,940
-0.9% -$107K 0.23% 90
2025
Q1 		$12.8M Buy
221,325
+13,235
+6% +$720K 0.29% 70
2024
Q4 		$11.1M Buy
208,090
+33,580
+19% +$1.83M 0.25% 91
2024
Q3 		$9.99M Buy
174,510
+1,000
+0.6% +$53.4K 0.23% 96
2024
Q2 		$8.69M Buy
173,510
+44,900
+35% +$2.27M 0.22% 97
2024
Q1 		$6.55M Buy
+128,610
New +$6.27M 0.15% 128

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

Ancora Advisors's NWE Position: Q2 2026 in Review

Ancora Advisors reduced its NorthWestern Energy (NWE) stake by 0.45% in Q2 2026, selling an estimated $31.2K and leaving 97,785 shares worth $7M. The position accounts for 0.13% of the portfolio, ranked #166.

Ancora Advisors first reported a position in NWE in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.3M in Q3 2025. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Ancora Advisors held 97,785 shares of NorthWestern Energy worth $7M as of Q2 2026.
  • Ancora Advisors sold 440 NorthWestern Energy shares in Q2 2026, an estimated $31.2K.
  • NorthWestern Energy made up 0.13% of Ancora Advisors's portfolio in Q2 2026, its #166 holding.
  • Ancora Advisors first reported a position in NorthWestern Energy in Q1 2024 and has held it in 10 quarters since.
  • Ancora Advisors's NorthWestern Energy position peaked at $13.3M in Q3 2025.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.