Arete Wealth Advisors’s NorthWestern Energy NWE Stock Holding History

Arete Wealth 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
2025 Q3	–	Sell	-4,949	Closed	-$254K	–	798
2025 Q2	$254K	Buy	4,949 +64	+1%	+$3.54K	0.02%	614
2025 Q1	$283K	Sell	4,885 -3	-0.1%	-$163	0.02%	556
2024 Q4	$261K	Hold	4,888	–	–	0.02%	606
2024 Q3	$279K	Buy	+4,888	New	+$261K	0.02%	543

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Arete Wealth Advisors's NWE Position: Q3 2025 in Review

Arete Wealth Advisors sold out of NorthWestern Energy (NWE) in Q3 2025, closing a stake of 4,949 shares — an estimated $254K sold.

Arete Wealth Advisors first reported a position in NWE in Q3 2024 and held it in 4 quarters. The position peaked at $283K in Q1 2025. 329 funds tracked by Wall St. Rank hold NWE as of Q3 2025.

Arete Wealth Advisors reported no remaining NorthWestern Energy position as of Q3 2025 after selling out during the quarter.
Arete Wealth Advisors sold 4,949 NorthWestern Energy shares in Q3 2025, an estimated $254K.
Arete Wealth Advisors first reported a position in NorthWestern Energy in Q3 2024 and held it in 4 quarters.
Arete Wealth Advisors's NorthWestern Energy position peaked at $283K in Q1 2025.
329 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2025.

Based on Arete Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.