Bartlett & Co Wealth Management’s NorthWestern Energy NWE Stock Holding History

Bartlett & Co Wealth Management’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	$7.3K	Hold	102	–	–	﹤0.01%	1038
2026 Q1	$7.34K	Hold	102	–	–	﹤0.01%	966
2025 Q4	$6.58K	Hold	102	–	–	﹤0.01%	977
2025 Q3	$5.98K	Hold	102	–	–	﹤0.01%	985
2025 Q2	$5.23K	Hold	102	–	–	﹤0.01%	994
2025 Q1	$5.9K	Hold	102	–	–	﹤0.01%	969
2024 Q4	$5.45K	Hold	102	–	–	﹤0.01%	963
2024 Q3	$5.84K	Hold	102	–	–	﹤0.01%	964
2024 Q2	$5.11K	Hold	102	–	–	﹤0.01%	983
2024 Q1	$5.2K	Hold	102	–	–	﹤0.01%	972
2023 Q4	$5.31K	Hold	102	–	–	﹤0.01%	1073
2023 Q3	$4.9K	Hold	102	–	–	﹤0.01%	999
2023 Q2	$5.79K	Hold	102	–	–	﹤0.01%	971
2023 Q1	$5.9K	Hold	102	–	–	﹤0.01%	874
2022 Q4	$6.05K	Hold	102	–	–	﹤0.01%	893
2022 Q3	$5.03K	Hold	102	–	–	﹤0.01%	928
2022 Q2	$6.01K	Hold	102	–	–	﹤0.01%	980
2022 Q1	$6.17K	Buy	+102	New	+$5.97K	﹤0.01%	887
2021 Q4	–	Sell	-102	Closed	-$5.84K	–	719
2021 Q3	$5.84K	Buy	+102	New	+$6.33K	﹤0.01%	754

Other funds holding NWE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Bartlett & Co Wealth Management's NWE Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its NorthWestern Energy (NWE) position steady in Q2 2026 at 102 shares worth $7.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Bartlett & Co Wealth Management first reported a position in NWE in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.34K in Q1 2026. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Bartlett & Co Wealth Management held 102 shares of NorthWestern Energy worth $7.3K as of Q2 2026.
Bartlett & Co Wealth Management left its NorthWestern Energy share count unchanged in Q2 2026.
NorthWestern Energy made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1038 holding.
Bartlett & Co Wealth Management first reported a position in NorthWestern Energy in Q3 2021 and has held it in 19 quarters since.
Bartlett & Co Wealth Management's NorthWestern Energy position peaked at $7.34K in Q1 2026.
375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.