Callan Family Office’s NorthWestern Energy NWE Stock Holding History

Callan Family Office’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 Q1	–	Sell	-3,104	Closed	-$200K	–	1164
2025 Q4	$200K	Buy	+3,104	New	+$197K	﹤0.01%	1058

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Callan Family Office's NWE Position: Q1 2026 in Review

Callan Family Office sold out of NorthWestern Energy (NWE) in Q1 2026, closing a stake of 3,104 shares — an estimated $200K sold.

Callan Family Office first reported a position in NWE in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 370 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

Callan Family Office reported no remaining NorthWestern Energy position as of Q1 2026 after selling out during the quarter.
Callan Family Office sold 3,104 NorthWestern Energy shares in Q1 2026, an estimated $200K.
Callan Family Office first reported a position in NorthWestern Energy in Q4 2025 and held it in 1 quarter.
Callan Family Office's NorthWestern Energy position peaked at $200K in Q4 2025.
370 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.