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Caitong International Asset Management’s NorthWestern Energy NWE Stock Holding History

Caitong International Asset 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
2026
Q2 		$22K Buy
307
+306
+30,600% +$21.7K ﹤0.01% 954
2026
Q1 		$66 Sell
1
-1,065
-100% -$72.1K ﹤0.01% 1997
2025
Q4 		$68.8K Buy
1,066
+601
+129% +$38.1K 0.02% 582
2025
Q3 		$27.3K Buy
465
+451
+3,221% +$24.9K 0.02% 543
2025
Q2 		$718 Sell
14
-253
-95% -$14K ﹤0.01% 1643
2025
Q1 		$15.5K Buy
267
+202
+311% +$11K 0.01% 795
2024
Q4 		$3.48K Buy
+65
New +$3.53K ﹤0.01% 1084

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

Caitong International Asset Management's NWE Position: Q2 2026 in Review

Caitong International Asset Management increased its NorthWestern Energy (NWE) stake by 30,600% in Q2 2026, buying an estimated $21.7K and bringing the position to 307 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Caitong International Asset Management first reported a position in NWE in Q4 2024 and has held it in 7 quarters since. The position peaked at $68.8K in Q4 2025. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Caitong International Asset Management held 307 shares of NorthWestern Energy worth $22K as of Q2 2026.
  • Caitong International Asset Management bought 306 NorthWestern Energy shares in Q2 2026, an estimated $21.7K.
  • NorthWestern Energy made up ﹤0.01% of Caitong International Asset Management's portfolio in Q2 2026, its #954 holding.
  • Caitong International Asset Management first reported a position in NorthWestern Energy in Q4 2024 and has held it in 7 quarters since.
  • Caitong International Asset Management's NorthWestern Energy position peaked at $68.8K in Q4 2025.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.