Bank of Montreal’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.35M | Sell |
32,825
-755
| -2% | -$53.5K | ﹤0.01% | 1670 |
|
|
2026
Q1 | $2.21M | Buy |
33,580
+293
| +0.9% | +$19.8K | ﹤0.01% | 1619 |
|
|
2025
Q4 | $2.15M | Sell |
33,287
-3,586
| -10% | -$227K | ﹤0.01% | 1618 |
|
|
2025
Q3 | $2.16M | Sell |
36,873
-1,350
| -4% | -$74.5K | ﹤0.01% | 1615 |
|
|
2025
Q2 | $1.96M | Sell |
38,223
-1,217
| -3% | -$67.3K | ﹤0.01% | 1587 |
|
|
2025
Q1 | $2.28M | Sell |
39,440
-625
| -2% | -$34K | ﹤0.01% | 1455 |
|
|
2024
Q4 | $2.14M | Sell |
40,065
-10,586
| -21% | -$575K | ﹤0.01% | 1517 |
|
|
2024
Q3 | $2.9M | Sell |
50,651
-1,918
| -4% | -$102K | ﹤0.01% | 1533 |
|
|
2024
Q2 | $2.64M | Buy |
52,569
+4,738
| +10% | +$239K | ﹤0.01% | 1539 |
|
|
2024
Q1 | $2.44M | Buy |
47,831
+4,787
| +11% | +$234K | ﹤0.01% | 1535 |
|
|
2023
Q4 | $2.22M | Buy |
+43,044
| New | +$2.15M | ﹤0.01% | 1634 |
|
|
2023
Q3 | – | Sell |
-42,604
| Closed | -$2.52M | – | 4102 |
|
|
2023
Q2 | $2.52M | Sell |
42,604
-2,712
| -6% | -$159K | ﹤0.01% | 1685 |
|
|
2023
Q1 | $2.62M | Buy |
45,316
+3,139
| +7% | +$179K | ﹤0.01% | 1554 |
|
|
2022
Q4 | $2.51M | Buy |
42,177
+6,562
| +18% | +$358K | ﹤0.01% | 1680 |
|
|
2022
Q3 | $1.79M | Sell |
35,615
-33,228
| -48% | -$1.82M | ﹤0.01% | 1874 |
|
|
2022
Q2 | $4.1M | Buy |
68,843
+42,579
| +162% | +$2.54M | ﹤0.01% | 1527 |
|
|
2022
Q1 | $1.58M | Buy |
26,264
+1,527
| +6% | +$89.4K | ﹤0.01% | 2061 |
|
|
2021
Q4 | $1.42M | Buy |
24,737
+4,513
| +22% | +$257K | ﹤0.01% | 1768 |
|
|
2021
Q3 | $1.21M | Buy |
20,224
+973
| +5% | +$60.4K | ﹤0.01% | 2367 |
|
|
2021
Q2 | $1.2M | Buy |
19,251
+6
| +0% | +$391 | ﹤0.01% | 2370 |
|
|
2021
Q1 | $1.27M | Sell |
19,245
-6,565
| -25% | -$388K | ﹤0.01% | 2024 |
|
|
2020
Q4 | $1.46M | Buy |
25,810
+5,327
| +26% | +$296K | ﹤0.01% | 1998 |
|
|
2020
Q3 | $1.05M | Sell |
20,483
-2,113
| -9% | -$112K | ﹤0.01% | 1950 |
|
|
2020
Q2 | $1.18M | Buy |
22,596
+6,176
| +38% | +$358K | ﹤0.01% | 1843 |
|
|
2020
Q1 | $921K | Sell |
16,420
-11,593
| -41% | -$827K | ﹤0.01% | 1734 |
|
|
2019
Q4 | $2.01M | Buy |
28,013
+6,451
| +30% | +$465K | ﹤0.01% | 1877 |
|
|
2019
Q3 | $1.62M | Sell |
21,562
-9,320
| -30% | -$672K | ﹤0.01% | 1825 |
|
|
2019
Q2 | $2.23M | Buy |
30,882
+2,955
| +11% | +$210K | ﹤0.01% | 1625 |
|
|
2019
Q1 | $1.97M | Sell |
27,927
-35,252
| -56% | -$2.31M | ﹤0.01% | 1688 |
|
|
2018
Q4 | $3.75M | Sell |
63,179
-114
| -0.2% | -$6.99K | ﹤0.01% | 1218 |
|
|
2018
Q3 | $3.71M | Sell |
63,293
-10,309
| -14% | -$612K | ﹤0.01% | 1353 |
|
|
2018
Q2 | $4.21M | Sell |
73,602
-10,435
| -12% | -$566K | ﹤0.01% | 1260 |
|
|
2018
Q1 | $4.52M | Buy |
84,037
+6,983
| +9% | +$369K | ﹤0.01% | 1186 |
|
|
2017
Q4 | $4.6M | Buy |
77,054
+8,819
| +13% | +$531K | ﹤0.01% | 1168 |
|
|
2017
Q3 | $3.88M | Sell |
68,235
-76
| -0.1% | -$4.53K | ﹤0.01% | 1275 |
|
|
2017
Q2 | $4.17M | Buy |
68,311
+45,412
| +198% | +$2.77M | ﹤0.01% | 1238 |
|
|
2017
Q1 | $1.34M | Buy |
22,899
+2,338
| +11% | +$134K | ﹤0.01% | 1741 |
|
|
2016
Q4 | $1.15M | Buy |
20,561
+983
| +5% | +$55.3K | ﹤0.01% | 1835 |
|
|
2016
Q3 | $1.13M | Buy |
19,578
+1,916
| +11% | +$114K | ﹤0.01% | 1767 |
|
|
2016
Q2 | $1.11M | Sell |
17,662
-410
| -2% | -$24.3K | ﹤0.01% | 1789 |
|
|
2016
Q1 | $1.12M | Sell |
18,072
-88
| -0.5% | -$5.07K | ﹤0.01% | 1702 |
|
|
2015
Q4 | $986K | Buy |
18,160
+1,116
| +7% | +$60.7K | ﹤0.01% | 1724 |
|
|
2015
Q3 | $918K | Sell |
17,044
-2,323
| -12% | -$121K | ﹤0.01% | 1606 |
|
|
2015
Q2 | $944K | Sell |
19,367
-3,442
| -15% | -$178K | ﹤0.01% | 1686 |
|
|
2015
Q1 | $1.23M | Buy |
22,809
+2,924
| +15% | +$161K | ﹤0.01% | 1556 |
|
|
2014
Q4 | $1.12M | Buy |
19,885
+3,805
| +24% | +$199K | ﹤0.01% | 1657 |
|
|
2014
Q3 | $729K | Buy |
16,080
+1,648
| +11% | +$79.2K | ﹤0.01% | 1913 |
|
|
2014
Q2 | $753K | Buy |
14,432
+3,326
| +30% | +$160K | ﹤0.01% | 1886 |
|
|
2014
Q1 | $526K | Sell |
11,106
-1,170
| -10% | -$52.8K | ﹤0.01% | 2024 |
|
|
2013
Q4 | $532K | Buy |
12,276
+294
| +2% | +$13.1K | ﹤0.01% | 1787 |
|
|
2013
Q3 | $538K | Sell |
11,982
-1,476
| -11% | -$61.8K | ﹤0.01% | 1766 |
|
|
2013
Q2 | $537K | Buy |
+13,458
| New | +$553K | ﹤0.01% | 1704 |
|
Other funds holding NWE
SFM
Bank of Montreal's NWE Position: Q2 2026 in Review
Bank of Montreal reduced its NorthWestern Energy (NWE) stake by 2.2% in Q2 2026, selling an estimated $53.5K and leaving 32,825 shares worth $2.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1670.
Bank of Montreal first reported a position in NWE in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.6M in Q4 2017. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.
- Bank of Montreal held 32,825 shares of NorthWestern Energy worth $2.35M as of Q2 2026.
- Bank of Montreal sold 755 NorthWestern Energy shares in Q2 2026, an estimated $53.5K.
- NorthWestern Energy made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1670 holding.
- Bank of Montreal first reported a position in NorthWestern Energy in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's NorthWestern Energy position peaked at $4.6M in Q4 2017.
- 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.