Bessemer Group’s NorthWestern Energy NWE Stock Holding History

Bessemer Group’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	$20K	Hold	288	–	–	﹤0.01%	2003
2026 Q1	$19K	Hold	288	–	–	﹤0.01%	1945
2025 Q4	$19K	Buy	288 +111	+63%	+$7.03K	﹤0.01%	1903
2025 Q3	$10K	Buy	177 +36	+26%	+$1.99K	﹤0.01%	1951
2025 Q2	$7K	Sell	141 -39	-22%	-$2.15K	﹤0.01%	1934
2025 Q1	$10K	Sell	180 -95	-35%	-$5.17K	﹤0.01%	1778
2024 Q4	$15K	Buy	275 +56	+26%	+$3.04K	﹤0.01%	1614
2024 Q3	$13K	Buy	219 +72	+49%	+$3.85K	﹤0.01%	1605
2024 Q2	$7K	Hold	147	–	–	﹤0.01%	1622
2024 Q1	$8K	Buy	147 +1	+0.7%	+$49	﹤0.01%	1603
2023 Q4	$8K	Buy	146 +64	+78%	+$3.19K	﹤0.01%	1644
2023 Q3	$4K	Sell	82 -41	-33%	-$2.19K	﹤0.01%	1797
2023 Q2	$7K	Buy	123 +48	+64%	+$2.81K	﹤0.01%	1735
2023 Q1	$4K	Sell	75 -2	-3%	-$114	﹤0.01%	1685
2022 Q4	$5K	Sell	77 -333	-81%	-$18.2K	﹤0.01%	1583
2022 Q3	$20K	Buy	410 +338	+469%	+$18.6K	﹤0.01%	1375
2022 Q2	$4K	Hold	72	–	–	﹤0.01%	1615
2022 Q1	$4K	Buy	72 +5	+7%	+$293	﹤0.01%	1602
2021 Q4	$4K	Buy	+67	New	+$3.81K	﹤0.01%	1663
2020 Q3	–	Sell	-72,064	Closed	-$3.93M	–	1567
2020 Q2	$3.93M	Buy	72,064 +64	+0.1%	+$3.71K	0.01%	324
2020 Q1	$4.31M	Buy	72,000 +266	+0.4%	+$19K	0.02%	297
2019 Q4	$5.14M	Buy	71,734 +700	+1%	+$50.4K	0.02%	323
2019 Q3	$5.33M	Buy	71,034 +434	+0.6%	+$31.3K	0.02%	286
2019 Q2	$5.09M	Hold	70,600	–	–	0.02%	310
2019 Q1	$4.97M	Buy	70,600 +18,501	+36%	+$1.21M	0.02%	267
2018 Q4	$3.1M	Buy	52,099 +14,199	+37%	+$871K	0.01%	277
2018 Q3	$2.22M	Hold	37,900	–	–	0.01%	374
2018 Q2	$2.17M	Buy	37,900 +1,300	+4%	+$70.5K	0.01%	390
2018 Q1	$1.97M	Buy	36,600 +2,800	+8%	+$148K	0.01%	412
2017 Q4	$2.02M	Sell	33,800 -11,700	-26%	-$705K	0.01%	405
2017 Q3	$2.59M	Hold	45,500	–	–	0.01%	388
2017 Q2	$2.78M	Hold	45,500	–	–	0.01%	377
2017 Q1	$2.67M	Buy	45,500 +600	+1%	+$34.5K	0.01%	414
2016 Q4	$2.55M	Buy	44,900 +3,696	+9%	+$208K	0.01%	439
2016 Q3	$2.37M	Buy	41,204 +41,100	+39,519%	+$2.45M	0.01%	387
2016 Q2	$7K	Sell	104 -2	-2%	-$118	﹤0.01%	1127
2016 Q1	$7K	Hold	106	–	–	﹤0.01%	1197
2015 Q4	$6K	Buy	106 +68	+179%	+$3.7K	﹤0.01%	1327
2015 Q3	$2K	Buy	+38	New	+$1.98K	﹤0.01%	1477
2014 Q3	–	Sell	-47	Closed	-$2K	–	1342
2014 Q2	$2K	Buy	+47	New	+$2.26K	﹤0.01%	1286

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

Bessemer Group's NWE Position: Q2 2026 in Review

Bessemer Group held its NorthWestern Energy (NWE) position steady in Q2 2026 at 288 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Bessemer Group first reported a position in NWE in Q2 2014 and has held it in 40 quarters since. The position peaked at $5.33M in Q3 2019. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Bessemer Group held 288 shares of NorthWestern Energy worth $20K as of Q2 2026.
Bessemer Group left its NorthWestern Energy share count unchanged in Q2 2026.
NorthWestern Energy made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #2003 holding.
Bessemer Group first reported a position in NorthWestern Energy in Q2 2014 and has held it in 40 quarters since.
Bessemer Group's NorthWestern Energy position peaked at $5.33M in Q3 2019.
375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.