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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
Q2 		– Sell
-2,627
Closed -$173K – 1196
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
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

BOK Financial's NWE Position: Q2 2026 in Review

BOK Financial sold out of NorthWestern Energy (NWE) in Q2 2026, closing a stake of 2,627 shares — an estimated $173K sold.

BOK Financial first reported a position in NWE in Q1 2024 and held it in 9 quarters. The position peaked at $321K in Q4 2025. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • BOK Financial reported no remaining NorthWestern Energy position as of Q2 2026 after selling out during the quarter.
  • BOK Financial sold 2,627 NorthWestern Energy shares in Q2 2026, an estimated $173K.
  • BOK Financial first reported a position in NorthWestern Energy in Q1 2024 and held it in 9 quarters.
  • BOK Financial's NorthWestern Energy position peaked at $321K in Q4 2025.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.