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Capital Advisors Ltd’s NorthWestern Energy NWE Stock Holding History

Capital Advisors Ltd’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 		$1K Hold
20
– – ﹤0.01% 1271
2026
Q1 		$1K Hold
20
– – ﹤0.01% 1264
2025
Q4 		$1K Hold
20
– – ﹤0.01% 1243
2025
Q3 		$1K Buy
+20
New +$1.1K ﹤0.01% 1246
2025
Q1 		– Sell
-31
Closed -$2K – 1515
2024
Q4 		$2K Buy
+31
New +$1.69K ﹤0.01% 1098
2023
Q1 		– Sell
-5
Closed – – 1446
2022
Q4 		$0 Buy
+5
New +$273 ﹤0.01% 1507

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

Capital Advisors Ltd's NWE Position: Q2 2026 in Review

Capital Advisors Ltd held its NorthWestern Energy (NWE) position steady in Q2 2026 at 20 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Capital Advisors Ltd first reported a position in NWE in Q4 2022 and has held it in 6 quarters since. The position peaked at $2K in Q4 2024. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Capital Advisors Ltd held 20 shares of NorthWestern Energy worth $1K as of Q2 2026.
  • Capital Advisors Ltd left its NorthWestern Energy share count unchanged in Q2 2026.
  • NorthWestern Energy made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1271 holding.
  • Capital Advisors Ltd first reported a position in NorthWestern Energy in Q4 2022 and has held it in 6 quarters since.
  • Capital Advisors Ltd's NorthWestern Energy position peaked at $2K in Q4 2024.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.