C.M. Bidwell & Associates’s NorthWestern Energy NWE Stock Holding History

C.M. Bidwell & Associates’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	$4.87K	Hold	68	–	–	﹤0.01%	346
2026 Q1	$4.48K	Hold	68	–	–	﹤0.01%	335
2025 Q4	$4.39K	Hold	68	–	–	﹤0.01%	346
2025 Q3	$3.98K	Hold	68	–	–	﹤0.01%	358
2025 Q2	$3.49K	Hold	68	–	–	﹤0.01%	358
2025 Q1	$3.94K	Hold	68	–	–	﹤0.01%	336
2024 Q4	$3.63K	Sell	68 -6	-8%	-$326	﹤0.01%	382
2024 Q3	$4.23K	Buy	74 +68	+1,133%	+$3.63K	﹤0.01%	359
2024 Q2	$300	Hold	6	–	–	﹤0.01%	469
2024 Q1	$306	Hold	6	–	–	﹤0.01%	465
2023 Q4	$305	Sell	6 -2,620	-100%	-$131K	﹤0.01%	473
2023 Q3	$126K	Buy	+2,626	New	+$140K	0.1%	184
2020 Q2	–	Sell	-865	Closed	-$52K	–	446
2020 Q1	$52K	Sell	865 -100	-10%	-$7.13K	0.05%	201
2019 Q4	$69K	Hold	965	–	–	0.06%	197
2019 Q3	$72K	Hold	965	–	–	0.07%	214
2019 Q2	$70K	Buy	+965	New	+$68.5K	0.07%	213

Other funds holding NWE

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

C.M. Bidwell & Associates's NWE Position: Q2 2026 in Review

C.M. Bidwell & Associates held its NorthWestern Energy (NWE) position steady in Q2 2026 at 68 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

C.M. Bidwell & Associates first reported a position in NWE in Q2 2019 and has held it in 16 quarters since. The position peaked at $126K in Q3 2023. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

C.M. Bidwell & Associates held 68 shares of NorthWestern Energy worth $4.87K as of Q2 2026.
C.M. Bidwell & Associates left its NorthWestern Energy share count unchanged in Q2 2026.
NorthWestern Energy made up ﹤0.01% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #346 holding.
C.M. Bidwell & Associates first reported a position in NorthWestern Energy in Q2 2019 and has held it in 16 quarters since.
C.M. Bidwell & Associates's NorthWestern Energy position peaked at $126K in Q3 2023.
375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.