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Arlington Trust’s NorthWestern Energy NWE Stock Holding History

Arlington Trust’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 		$788 Hold
11
– – ﹤0.01% 755
2026
Q1 		$725 Buy
+11
New +$745 ﹤0.01% 748
2024
Q1 		– Sell
-26
Closed -$1.32K – 764
2023
Q4 		$1.32K Buy
+26
New +$1.3K ﹤0.01% 758

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

Arlington Trust's NWE Position: Q2 2026 in Review

Arlington Trust held its NorthWestern Energy (NWE) position steady in Q2 2026 at 11 shares worth $788. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Arlington Trust first reported a position in NWE in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.32K in Q4 2023. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Arlington Trust held 11 shares of NorthWestern Energy worth $788 as of Q2 2026.
  • Arlington Trust left its NorthWestern Energy share count unchanged in Q2 2026.
  • NorthWestern Energy made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #755 holding.
  • Arlington Trust first reported a position in NorthWestern Energy in Q4 2023 and has held it in 3 quarters since.
  • Arlington Trust's NorthWestern Energy position peaked at $1.32K in Q4 2023.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.