Capital Fund Management (CFM)’s NorthWestern Energy NWE Stock Holding History

Capital Fund Management (CFM)’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	-25,402	Closed	-$1.3M	–	2617
2025 Q2	$1.3M	Buy	25,402 +3,791	+18%	+$210K	﹤0.01%	1892
2025 Q1	$1.25M	Buy	+21,611	New	+$1.18M	﹤0.01%	1586
2024 Q2	–	Sell	-37,007	Closed	-$1.88M	–	2091
2024 Q1	$1.88M	Buy	37,007 +11,413	+45%	+$557K	0.01%	1467
2023 Q4	$1.3M	Buy	+25,594	New	+$1.28M	﹤0.01%	1735
2018 Q3	–	Sell	-9,600	Closed	-$550K	–	2170
2018 Q2	$550K	Buy	+9,600	New	+$521K	﹤0.01%	1557
2013 Q3	–	Sell	-15,279	Closed	-$610K	–	1804
2013 Q2	$610K	Buy	+15,279	New	+$628K	0.01%	942

Other funds holding NWE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.88T 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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Capital Fund Management (CFM)'s NWE Position: Q3 2025 in Review

Capital Fund Management (CFM) sold out of NorthWestern Energy (NWE) in Q3 2025, closing a stake of 25,402 shares — an estimated $1.3M sold.

Capital Fund Management (CFM) first reported a position in NWE in Q2 2013 and held it in 6 quarters. The position peaked at $1.88M in Q1 2024. 329 funds tracked by Wall St. Rank hold NWE as of Q3 2025.

Capital Fund Management (CFM) reported no remaining NorthWestern Energy position as of Q3 2025 after selling out during the quarter.
Capital Fund Management (CFM) sold 25,402 NorthWestern Energy shares in Q3 2025, an estimated $1.3M.
Capital Fund Management (CFM) first reported a position in NorthWestern Energy in Q2 2013 and held it in 6 quarters.
Capital Fund Management (CFM)'s NorthWestern Energy position peaked at $1.88M in Q1 2024.
329 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2025, filed 13 Nov 2025.