CFO
NWE icon

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
Q2 		$220K Buy
+3,069
New +$218K ﹤0.01% 1111
2026
Q1 		– Sell
-3,104
Closed -$200K – 1164
2025
Q4 		$200K Buy
+3,104
New +$197K ﹤0.01% 1058

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 $3.38T AUM 44.17% 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

Callan Family Office's NWE Position: Q2 2026 in Review

Callan Family Office opened a new position in NorthWestern Energy (NWE) in Q2 2026: 3,069 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1111 among its holdings. This is a return to the name: Callan Family Office previously reported a position in NWE as recently as Q4 2025.

Callan Family Office first reported a position in NWE in Q4 2025 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Callan Family Office held 3,069 shares of NorthWestern Energy worth $220K as of Q2 2026.
  • NorthWestern Energy was a new Callan Family Office position in Q2 2026.
  • NorthWestern Energy made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1111 holding.
  • Callan Family Office first reported a position in NorthWestern Energy in Q4 2025 and has held it in 2 quarters since.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.