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Avion Wealth’s NorthWestern Energy NWE Stock Holding History

Avion Wealth’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
2025
Q3 		– Sell
-9
Closed – – 1438
2025
Q2 		$0 Buy
+9
New +$497 ﹤0.01% 1474
2023
Q4 		– Sell
-11
Closed – – 1261
2023
Q3 		$0 Hold
11
– – ﹤0.01% 1080
2023
Q2 		$0 Hold
11
– – ﹤0.01% 950
2023
Q1 		$0 Hold
11
– – ﹤0.01% 705
2022
Q4 		$0 Hold
11
– – ﹤0.01% 514
2022
Q3 		$1K Hold
11
– – ﹤0.01% 471
2022
Q2 		$1K Buy
+11
New +$655 ﹤0.01% 470

Other funds holding NWE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Avion Wealth's NWE Position: Q3 2025 in Review

Avion Wealth sold out of NorthWestern Energy (NWE) in Q3 2025, closing a stake of 9 shares.

Avion Wealth first reported a position in NWE in Q2 2022 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 329 funds tracked by Wall St. Rank hold NWE as of Q3 2025.

  • Avion Wealth reported no remaining NorthWestern Energy position as of Q3 2025 after selling out during the quarter.
  • Avion Wealth sold 9 NorthWestern Energy shares in Q3 2025.
  • Avion Wealth first reported a position in NorthWestern Energy in Q2 2022 and held it in 7 quarters.
  • Avion Wealth's NorthWestern Energy position peaked at $1K in Q3 2022.
  • 329 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2025.

Based on Avion Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.