Blueshift Asset Management’s NorthWestern Energy NWE Stock Holding History

Blueshift Asset 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
2025 Q3	–	Sell	-4,138	Closed	-$212K	–	577
2025 Q2	$212K	Buy	+4,138	New	+$229K	0.07%	383
2022 Q4	–	Sell	-7,259	Closed	-$358K	–	542
2022 Q3	$358K	Buy	+7,259	New	+$398K	0.08%	362
2022 Q2	–	Sell	-3,807	Closed	-$230K	–	919
2022 Q1	$230K	Buy	+3,807	New	+$223K	0.02%	696
2021 Q3	–	Sell	-7,131	Closed	-$429K	–	1213
2021 Q2	$429K	Buy	+7,131	New	+$464K	0.02%	613
2020 Q3	–	Sell	-10,483	Closed	-$572K	–	727
2020 Q2	$572K	Buy	+10,483	New	+$607K	0.09%	289
2020 Q1	–	Sell	-8,551	Closed	-$613K	–	523
2019 Q4	$613K	Buy	+8,551	New	+$616K	0.07%	398
2019 Q3	–	Sell	-12,223	Closed	-$882K	–	886
2019 Q2	$882K	Buy	+12,223	New	+$868K	0.12%	275

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Blueshift Asset Management's NWE Position: Q3 2025 in Review

Blueshift Asset Management sold out of NorthWestern Energy (NWE) in Q3 2025, closing a stake of 4,138 shares — an estimated $212K sold.

Blueshift Asset Management first reported a position in NWE in Q2 2019 and held it in 7 quarters. The position peaked at $882K in Q2 2019. 329 funds tracked by Wall St. Rank hold NWE as of Q3 2025.

Blueshift Asset Management reported no remaining NorthWestern Energy position as of Q3 2025 after selling out during the quarter.
Blueshift Asset Management sold 4,138 NorthWestern Energy shares in Q3 2025, an estimated $212K.
Blueshift Asset Management first reported a position in NorthWestern Energy in Q2 2019 and held it in 7 quarters.
Blueshift Asset Management's NorthWestern Energy position peaked at $882K in Q2 2019.
329 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2025.

Based on Blueshift Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.