BOK Financial’s NorthWestern Energy NWE Stock Holding History

BOK Financial’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 Q1	$173K	Sell	2,627 -2,341	-47%	-$159K	﹤0.01%	694
2025 Q4	$321K	Sell	4,968 -27	-0.5%	-$1.71K	﹤0.01%	624
2025 Q3	$293K	Buy	4,995 +23	+0.5%	+$1.27K	﹤0.01%	651
2025 Q2	$255K	Buy	4,972 +906	+22%	+$50.1K	﹤0.01%	675
2025 Q1	$235K	Sell	4,066 -1,565	-28%	-$85.1K	﹤0.01%	682
2024 Q4	$288K	Buy	5,631 +67	+1%	+$3.64K	﹤0.01%	655
2024 Q3	$311K	Sell	5,564 -523	-9%	-$27.9K	0.01%	648
2024 Q2	$305K	Buy	6,087 +2,963	+95%	+$150K	0.01%	702
2024 Q1	$158K	Buy	+3,124	New	+$152K	﹤0.01%	742

Other funds holding NWE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

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

Franklin Resources

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

American Century Companies

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Neuberger Berman Group

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