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Atlantic Union Bankshares’s NorthWestern Energy NWE Stock Holding History

Atlantic Union Bankshares’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 		– Sell
-50
Closed -$3.3K – 1797
2026
Q1 		$3.3K Buy
50
+17
+52% +$1.15K ﹤0.01% 1491
2025
Q4 		$2.13K Buy
33
+12
+57% +$760 ﹤0.01% 1495
2025
Q3 		$1.23K Buy
21
+4
+24% +$221 ﹤0.01% 1513
2025
Q2 		$873 Buy
+17
New +$940 ﹤0.01% 1131

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

Atlantic Union Bankshares's NWE Position: Q2 2026 in Review

Atlantic Union Bankshares sold out of NorthWestern Energy (NWE) in Q2 2026, closing a stake of 50 shares — an estimated $3.3K sold.

Atlantic Union Bankshares first reported a position in NWE in Q2 2025 and held it in 4 quarters. The position peaked at $3.3K in Q1 2026. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Atlantic Union Bankshares reported no remaining NorthWestern Energy position as of Q2 2026 after selling out during the quarter.
  • Atlantic Union Bankshares sold 50 NorthWestern Energy shares in Q2 2026, an estimated $3.3K.
  • Atlantic Union Bankshares first reported a position in NorthWestern Energy in Q2 2025 and held it in 4 quarters.
  • Atlantic Union Bankshares's NorthWestern Energy position peaked at $3.3K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.