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Asset Planning Inc’s NorthWestern Energy NWE Stock Holding History

Asset Planning Inc’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 		$21.7K Buy
+303
New +$21.5K 0.01% 209

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

Asset Planning Inc's NWE Position: Q2 2026 in Review

Asset Planning Inc opened a new position in NorthWestern Energy (NWE) in Q2 2026: 303 shares worth $21.7K. The stake represents 0.01% of the portfolio and ranks #209 among its holdings.

375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Asset Planning Inc held 303 shares of NorthWestern Energy worth $21.7K as of Q2 2026.
  • NorthWestern Energy was a new Asset Planning Inc position in Q2 2026.
  • NorthWestern Energy made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #209 holding.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.