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Bell Investment Advisors’s NorthWestern Energy NWE Stock Holding History

Bell Investment Advisors’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 		$8.67K Hold
121
– – ﹤0.01% 760
2026
Q1 		$7.98K Sell
121
-5
-4% -$339 ﹤0.01% 775
2025
Q4 		$8.13K Sell
126
-87
-41% -$5.51K ﹤0.01% 775
2025
Q3 		$12.5K Buy
213
+11
+5% +$607 ﹤0.01% 558
2025
Q2 		$10.4K Buy
202
+16
+9% +$884 ﹤0.01% 659
2025
Q1 		$10.8K Buy
186
+15
+9% +$816 ﹤0.01% 574
2024
Q4 		$9.14K Buy
171
+20
+13% +$1.09K ﹤0.01% 636
2024
Q3 		$8.64K Sell
151
-20
-12% -$1.07K ﹤0.01% 676
2024
Q2 		$8.56K Buy
171
+41
+32% +$2.07K ﹤0.01% 673
2024
Q1 		$6.62K Sell
130
-44
-25% -$2.15K ﹤0.01% 773
2023
Q4 		$8.86K Buy
174
+141
+427% +$7.04K ﹤0.01% 607
2023
Q3 		$1.59K Sell
33
-107
-76% -$5.7K ﹤0.01% 1384
2023
Q2 		$7.95K Buy
140
+103
+278% +$6.02K ﹤0.01% 603
2023
Q1 		$2.14K Sell
37
-59
-61% -$3.37K ﹤0.01% 1230
2022
Q4 		$5.7K Sell
96
-25
-21% -$1.36K ﹤0.01% 744
2022
Q3 		$6K Sell
121
-73
-38% -$4.01K ﹤0.01% 605
2022
Q2 		$11K Buy
+194
New +$11.6K ﹤0.01% 407
2021
Q4 		$1K Buy
+13
New +$739 ﹤0.01% 1529

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 $3.37T AUM 44.26% 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

Bell Investment Advisors's NWE Position: Q2 2026 in Review

Bell Investment Advisors held its NorthWestern Energy (NWE) position steady in Q2 2026 at 121 shares worth $8.67K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Bell Investment Advisors first reported a position in NWE in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.5K in Q3 2025. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Bell Investment Advisors held 121 shares of NorthWestern Energy worth $8.67K as of Q2 2026.
  • Bell Investment Advisors left its NorthWestern Energy share count unchanged in Q2 2026.
  • NorthWestern Energy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #760 holding.
  • Bell Investment Advisors first reported a position in NorthWestern Energy in Q4 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's NorthWestern Energy position peaked at $12.5K in Q3 2025.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.