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Brandywine Global Investment Management’s NorthWestern Energy NWE Stock Holding History

Brandywine Global Investment 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
Q4 		$12.7M Sell
196,038
-9,000
-4% -$570K 0.08% 212
2025
Q3 		$12M Sell
205,038
-7,437
-4% -$410K 0.08% 228
2025
Q2 		$10.9M Sell
212,475
-8,300
-4% -$459K 0.08% 247
2025
Q1 		$12.8M Buy
220,775
+11,269
+5% +$613K 0.09% 211
2024
Q4 		$11.2M Sell
209,506
-28,335
-12% -$1.54M 0.08% 239
2024
Q3 		$13.2M Sell
237,841
-6,173
-3% -$330K 0.09% 214
2024
Q2 		$12.2M Buy
244,014
+84,772
+53% +$4.28M 0.09% 222
2024
Q1 		$8.11M Sell
159,242
-394
-0.2% -$19.2K 0.06% 308
2023
Q4 		$8.12M Sell
159,636
-13,103
-8% -$654K 0.07% 293
2023
Q3 		$8.3M Sell
172,739
-3,691
-2% -$197K 0.07% 269
2023
Q2 		$10M Sell
176,430
-71,545
-29% -$4.18M 0.08% 239
2023
Q1 		$14.3M Buy
247,975
+155,960
+169% +$8.91M 0.12% 174
2022
Q4 		$5.46M Buy
92,015
+27,539
+43% +$1.5M 0.04% 358
2022
Q3 		$3.18M Buy
64,476
+25,112
+64% +$1.38M 0.03% 448
2022
Q2 		$2.32M Sell
39,364
-1,876
-5% -$112K 0.02% 502
2022
Q1 		$2.5M Buy
41,240
+7,167
+21% +$419K 0.02% 516
2021
Q4 		$1.95M Buy
+34,073
New +$1.94M 0.01% 530

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brandywine Global Investment Management's NWE Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its NorthWestern Energy (NWE) stake by 4.4% in Q4 2025, selling an estimated $570K and leaving 196,038 shares worth $12.7M. The position accounts for 0.08% of the portfolio, ranked #212.

Brandywine Global Investment Management first reported a position in NWE in Q4 2021 and has held it in 17 quarters since. The position peaked at $14.3M in Q1 2023. 358 funds tracked by Wall St. Rank hold NWE as of Q4 2025.

  • Brandywine Global Investment Management held 196,038 shares of NorthWestern Energy worth $12.7M as of Q4 2025.
  • Brandywine Global Investment Management sold 9,000 NorthWestern Energy shares in Q4 2025, an estimated $570K.
  • NorthWestern Energy made up 0.08% of Brandywine Global Investment Management's portfolio in Q4 2025, its #212 holding.
  • Brandywine Global Investment Management first reported a position in NorthWestern Energy in Q4 2021 and has held it in 17 quarters since.
  • Brandywine Global Investment Management's NorthWestern Energy position peaked at $14.3M in Q1 2023.
  • 358 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.