Campbell & Co Investment Adviser’s NorthWestern Energy NWE Stock Holding History

Campbell & Co Investment Adviser’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
2025 Q3	–	Sell	-64,359	Closed	-$3.3M	–	1306
2025 Q2	$3.3M	Buy	64,359 +60,130	+1,422%	+$3.32M	0.21%	116
2025 Q1	$245K	Buy	+4,229	New	+$230K	0.02%	893
2022 Q1	–	Sell	-11,914	Closed	-$681K	–	836
2021 Q4	$681K	Buy	+11,914	New	+$677K	0.23%	117
2016 Q3	–	Sell	-4,080	Closed	-$257K	–	175
2016 Q2	$257K	Buy	+4,080	New	+$242K	1.3%	31
2014 Q1	–	Sell	-52,038	Closed	-$2.25M	–	271
2013 Q4	$2.25M	Buy	+52,038	New	+$2.32M	0.51%	74

Other funds holding NWE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Campbell & Co Investment Adviser's NWE Position: Q3 2025 in Review

Campbell & Co Investment Adviser sold out of NorthWestern Energy (NWE) in Q3 2025, closing a stake of 64,359 shares — an estimated $3.3M sold.

Campbell & Co Investment Adviser first reported a position in NWE in Q4 2013 and held it in 5 quarters. The position peaked at $3.3M in Q2 2025. 329 funds tracked by Wall St. Rank hold NWE as of Q3 2025.

Campbell & Co Investment Adviser reported no remaining NorthWestern Energy position as of Q3 2025 after selling out during the quarter.
Campbell & Co Investment Adviser sold 64,359 NorthWestern Energy shares in Q3 2025, an estimated $3.3M.
Campbell & Co Investment Adviser first reported a position in NorthWestern Energy in Q4 2013 and held it in 5 quarters.
Campbell & Co Investment Adviser's NorthWestern Energy position peaked at $3.3M in Q2 2025.
329 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2025.

Based on Campbell & Co Investment Adviser's 13F filing for Q3 2025, filed 28 Oct 2025.