BFSG LLC’s NorthWestern Energy NWE Stock Holding History

BFSG LLC’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	$5.51K	Hold	77	–	–	﹤0.01%	617
2026 Q1	$5.08K	Hold	77	–	–	﹤0.01%	617
2025 Q4	$4.97K	Hold	77	–	–	﹤0.01%	598
2025 Q3	$4.51K	Hold	77	–	–	﹤0.01%	595
2025 Q2	$3.95K	Hold	77	–	–	﹤0.01%	572
2025 Q1	$4.46K	Buy	+77	New	+$4.19K	﹤0.01%	557

Other funds holding NWE

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

HIMS

Hager Investment Management Services New London, New Hampshire $217M AUM 56.89% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

BFSG LLC's NWE Position: Q2 2026 in Review

BFSG LLC held its NorthWestern Energy (NWE) position steady in Q2 2026 at 77 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

BFSG LLC first reported a position in NWE in Q1 2025 and has held it in 6 quarters since. 46 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

BFSG LLC held 77 shares of NorthWestern Energy worth $5.51K as of Q2 2026.
BFSG LLC left its NorthWestern Energy share count unchanged in Q2 2026.
NorthWestern Energy made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #617 holding.
BFSG LLC first reported a position in NorthWestern Energy in Q1 2025 and has held it in 6 quarters since.
46 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.