Buck Wealth Strategies’s NorthWestern Energy NWE Stock Holding History

Buck Wealth Strategies’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	$1.22K	Buy	+17	New	+$1.21K	﹤0.01%	916

Other funds holding NWE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Buck Wealth Strategies's NWE Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in NorthWestern Energy (NWE) in Q2 2026: 17 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #916 among its holdings.

168 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Buck Wealth Strategies held 17 shares of NorthWestern Energy worth $1.22K as of Q2 2026.
NorthWestern Energy was a new Buck Wealth Strategies position in Q2 2026.
NorthWestern Energy made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #916 holding.
168 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.