Armstrong Advisory Group’s NorthWestern Energy NWE Stock Holding History

Armstrong Advisory Group’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 Q3	$162K	Hold	2,364	–	–	0.01%	270
2026 Q2	$169K	Hold	2,364	–	–	0.01%	273
2026 Q1	$156K	Hold	2,364	–	–	0.01%	264
2025 Q4	$153K	Hold	2,364	–	–	0.01%	258
2025 Q3	$139K	Hold	2,364	–	–	0.01%	256
2025 Q2	$121K	Hold	2,364	–	–	0.01%	265
2025 Q1	$126K	Hold	2,364	–	–	0.01%	246
2024 Q4	$126K	Hold	2,364	–	–	0.01%	246
2024 Q3	$135K	Hold	2,364	–	–	0.01%	228
2024 Q2	$118K	Hold	2,364	–	–	0.01%	235
2024 Q1	$120K	Hold	2,364	–	–	0.01%	228
2023 Q4	$120K	Hold	2,364	–	–	0.01%	228
2023 Q3	$114K	Hold	2,364	–	–	0.01%	218
2023 Q2	$134K	Hold	2,364	–	–	0.01%	207
2023 Q1	$137K	Hold	2,364	–	–	0.02%	203
2022 Q4	$140K	Buy	+2,364	New	+$129K	0.02%	198

Other funds holding NWE

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Armstrong Advisory Group's NWE Position: Q3 2026 in Review

Armstrong Advisory Group held its NorthWestern Energy (NWE) position steady in Q3 2026 at 2,364 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #270.

Armstrong Advisory Group first reported a position in NWE in Q4 2022 and has held it in 16 quarters since. The position peaked at $169K in Q2 2026. 236 funds tracked by Wall St. Rank hold NWE as of Q3 2026.

Armstrong Advisory Group held 2,364 shares of NorthWestern Energy worth $162K as of Q3 2026.
Armstrong Advisory Group left its NorthWestern Energy share count unchanged in Q3 2026.
NorthWestern Energy made up 0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #270 holding.
Armstrong Advisory Group first reported a position in NorthWestern Energy in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's NorthWestern Energy position peaked at $169K in Q2 2026.
236 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.