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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Atria Investments's NWE Position: Q1 2026 in Review

Atria Investments reduced its NorthWestern Energy (NWE) stake by 20% in Q1 2026, selling an estimated $126K and leaving 7,371 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #1464.

Atria Investments first reported a position in NWE in Q3 2024 and has held it in 6 quarters since. The position peaked at $596K in Q4 2025. 370 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

  • Atria Investments held 7,371 shares of NorthWestern Energy worth $486K as of Q1 2026.
  • Atria Investments sold 1,863 NorthWestern Energy shares in Q1 2026, an estimated $126K.
  • NorthWestern Energy made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1464 holding.
  • Atria Investments first reported a position in NorthWestern Energy in Q3 2024 and has held it in 6 quarters since.
  • Atria Investments's NorthWestern Energy position peaked at $596K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.