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BTG Pactual Asset Management US’s NorthWestern Energy NWE Stock Holding History

BTG Pactual Asset Management US’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
Q1 		– Sell
-20,668
Closed -$1.1M – 320
2024
Q4 		$1.1M Buy
+20,668
New +$1.12M 0.11% 146

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BTG Pactual Asset Management US's NWE Position: Q1 2025 in Review

BTG Pactual Asset Management US sold out of NorthWestern Energy (NWE) in Q1 2025, closing a stake of 20,668 shares — an estimated $1.1M sold.

BTG Pactual Asset Management US first reported a position in NWE in Q4 2024 and held it in 1 quarter. The position peaked at $1.1M in Q4 2024. 344 funds tracked by Wall St. Rank hold NWE as of Q1 2025.

  • BTG Pactual Asset Management US reported no remaining NorthWestern Energy position as of Q1 2025 after selling out during the quarter.
  • BTG Pactual Asset Management US sold 20,668 NorthWestern Energy shares in Q1 2025, an estimated $1.1M.
  • BTG Pactual Asset Management US first reported a position in NorthWestern Energy in Q4 2024 and held it in 1 quarter.
  • BTG Pactual Asset Management US's NorthWestern Energy position peaked at $1.1M in Q4 2024.
  • 344 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2025.

Based on BTG Pactual Asset Management US's 13F filing for Q1 2025, filed 15 May 2025.