Cambridge Investment Research Advisors’s NorthWestern Energy NWE Stock Holding History

Cambridge Investment Research Advisors’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	–	Sell	-5,551	Closed	-$366K	–	4138
2026 Q1	$366K	Buy	+5,551	New	+$376K	﹤0.01%	3095
2024 Q1	–	Sell	-3,937	Closed	-$200K	–	3377
2023 Q4	$200K	Sell	3,937 -315	-7%	-$15.7K	﹤0.01%	2906
2023 Q3	$204K	Sell	4,252 -925	-18%	-$49.3K	﹤0.01%	2800
2023 Q2	$294K	Buy	5,177 +1,441	+39%	+$84.2K	﹤0.01%	2540
2023 Q1	$216K	Sell	3,736 -11	-0.3%	-$628	﹤0.01%	2762
2022 Q4	$222K	Buy	+3,747	New	+$204K	﹤0.01%	2666
2022 Q3	–	Sell	-3,731	Closed	-$220K	–	3133
2022 Q2	$220K	Buy	+3,731	New	+$222K	﹤0.01%	2643

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 $3.38T AUM 44.17% 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

Cambridge Investment Research Advisors's NWE Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of NorthWestern Energy (NWE) in Q2 2026, closing a stake of 5,551 shares — an estimated $366K sold.

Cambridge Investment Research Advisors first reported a position in NWE in Q2 2022 and held it in 7 quarters. The position peaked at $366K in Q1 2026. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Cambridge Investment Research Advisors reported no remaining NorthWestern Energy position as of Q2 2026 after selling out during the quarter.
Cambridge Investment Research Advisors sold 5,551 NorthWestern Energy shares in Q2 2026, an estimated $366K.
Cambridge Investment Research Advisors first reported a position in NorthWestern Energy in Q2 2022 and held it in 7 quarters.
Cambridge Investment Research Advisors's NorthWestern Energy position peaked at $366K in Q1 2026.
376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.