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Aristotle Capital Boston’s NorthWestern Energy NWE Stock Holding History

Aristotle Capital Boston’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
Q4 		– Sell
-31,699
Closed -$1.86M – 129
2025
Q3 		$1.86M Sell
31,699
-2,120
-6% -$117K 0.1% 117
2025
Q2 		$1.73M Sell
33,819
-6,390
-16% -$353K 0.09% 119
2025
Q1 		$2.33M Sell
40,209
-20,299
-34% -$1.1M 0.12% 116
2024
Q4 		$3.23M Sell
60,508
-4,892
-7% -$266K 0.12% 118
2024
Q3 		$3.74M Sell
65,400
-19,167
-23% -$1.02M 0.12% 115
2024
Q2 		$4.24M Sell
84,567
-21,009
-20% -$1.06M 0.14% 117
2024
Q1 		$5.38M Sell
105,576
-5,759
-5% -$281K 0.16% 117
2023
Q4 		$5.67M Sell
111,335
-11,388
-9% -$568K 0.17% 122
2023
Q3 		$5.9M Sell
122,723
-2,320
-2% -$124K 0.19% 120
2023
Q2 		$7.1M Buy
125,043
+5,450
+5% +$319K 0.21% 118
2023
Q1 		$6.92M Buy
119,593
+7,910
+7% +$452K 0.21% 121
2022
Q4 		$6.63M Sell
111,683
-4,144
-4% -$226K 0.21% 119
2022
Q3 		$5.71M Sell
115,827
-20,973
-15% -$1.15M 0.19% 123
2022
Q2 		$8.06M Sell
136,800
-4,698
-3% -$280K 0.24% 122
2022
Q1 		$8.56M Buy
141,498
+144
+0.1% +$8.43K 0.22% 124
2021
Q4 		$8.08M Sell
141,354
-7,202
-5% -$409K 0.19% 126
2021
Q3 		$8.51M Buy
148,556
+1,827
+1% +$113K 0.2% 126
2021
Q2 		$8.84M Sell
146,729
-3,532
-2% -$230K 0.2% 128
2021
Q1 		$9.8M Sell
150,261
-20,450
-12% -$1.21M 0.22% 123
2020
Q4 		$9.95M Buy
170,711
+10,544
+7% +$586K 0.24% 122
2020
Q3 		$7.79M Buy
160,167
+13,204
+9% +$701K 0.23% 117
2020
Q2 		$8.01M Buy
146,963
+15,289
+12% +$885K 0.24% 113
2020
Q1 		$7.88M Sell
131,674
-12,164
-8% -$868K 0.34% 102
2019
Q4 		$10.3M Sell
143,838
-5,471
-4% -$394K 0.28% 112
2019
Q3 		$11.2M Buy
+149,309
New +$10.8M 0.33% 107

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aristotle Capital Boston's NWE Position: Q4 2025 in Review

Aristotle Capital Boston sold out of NorthWestern Energy (NWE) in Q4 2025, closing a stake of 31,699 shares — an estimated $1.86M sold.

Aristotle Capital Boston first reported a position in NWE in Q3 2019 and held it in 25 quarters. The position peaked at $11.2M in Q3 2019. 358 funds tracked by Wall St. Rank hold NWE as of Q4 2025.

  • Aristotle Capital Boston reported no remaining NorthWestern Energy position as of Q4 2025 after selling out during the quarter.
  • Aristotle Capital Boston sold 31,699 NorthWestern Energy shares in Q4 2025, an estimated $1.86M.
  • Aristotle Capital Boston first reported a position in NorthWestern Energy in Q3 2019 and held it in 25 quarters.
  • Aristotle Capital Boston's NorthWestern Energy position peaked at $11.2M in Q3 2019.
  • 358 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2025.

Based on Aristotle Capital Boston's 13F filing for Q4 2025, filed 17 Feb 2026.