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Atria Investments’s NorthWestern Energy NWE Stock Holding History

Atria Investments’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 		$327K Sell
4,572
-2,799
-38% -$198K ﹤0.01% 1795
2026
Q1 		$486K Sell
7,371
-1,863
-20% -$126K 0.01% 1464
2025
Q4 		$596K Buy
9,234
+3,106
+51% +$197K 0.01% 1331
2025
Q3 		$359K Sell
6,128
-4,969
-45% -$274K ﹤0.01% 1619
2025
Q2 		$569K Buy
11,097
+3,388
+44% +$187K 0.01% 1349
2025
Q1 		$446K Buy
+7,709
New +$419K 0.01% 1412
2024
Q4 		– Sell
-3,533
Closed -$202K – 1944
2024
Q3 		$202K Buy
+3,533
New +$189K ﹤0.01% 1825

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 $3.38T AUM 44.17% 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

Atria Investments's NWE Position: Q2 2026 in Review

Atria Investments reduced its NorthWestern Energy (NWE) stake by 38% in Q2 2026, selling an estimated $198K and leaving 4,572 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Atria Investments first reported a position in NWE in Q3 2024 and has held it in 7 quarters since. The position peaked at $596K in Q4 2025. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Atria Investments held 4,572 shares of NorthWestern Energy worth $327K as of Q2 2026.
  • Atria Investments sold 2,799 NorthWestern Energy shares in Q2 2026, an estimated $198K.
  • NorthWestern Energy made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1795 holding.
  • Atria Investments first reported a position in NorthWestern Energy in Q3 2024 and has held it in 7 quarters since.
  • Atria Investments's NorthWestern Energy position peaked at $596K in Q4 2025.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.