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Bogart Wealth LLC’s NorthWestern Energy NWE Stock Holding History

Bogart Wealth 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 		$364 Hold
5
– – ﹤0.01% 1850
2026
Q1 		$332 Hold
5
– – ﹤0.01% 1663
2025
Q4 		$322 Hold
5
– – ﹤0.01% 1516
2025
Q3 		$289 Hold
5
– – ﹤0.01% 1471
2025
Q2 		$250 Buy
+5
New +$276 ﹤0.01% 1399

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

Bogart Wealth LLC's NWE Position: Q2 2026 in Review

Bogart Wealth LLC held its NorthWestern Energy (NWE) position steady in Q2 2026 at 5 shares worth $364. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Bogart Wealth LLC first reported a position in NWE in Q2 2025 and has held it in 5 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Bogart Wealth LLC held 5 shares of NorthWestern Energy worth $364 as of Q2 2026.
  • Bogart Wealth LLC left its NorthWestern Energy share count unchanged in Q2 2026.
  • NorthWestern Energy made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1850 holding.
  • Bogart Wealth LLC first reported a position in NorthWestern Energy in Q2 2025 and has held it in 5 quarters since.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.