Capstone Investment Advisors
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Capstone Investment Advisors’s NorthWestern Energy NWE Stock Holding History

Capstone Investment 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 		$676K Buy
+9,443
New +$669K ﹤0.01% 1105
2024
Q2 		– Sell
-7,386
Closed -$376K – 2347
2024
Q1 		$376K Buy
7,386
+674
+10% +$32.9K ﹤0.01% 1714
2023
Q4 		$342K Sell
6,712
-2,020
-23% -$101K ﹤0.01% 1538
2023
Q3 		$420K Buy
+8,732
New +$465K ﹤0.01% 1418
2016
Q4 		– Sell
-5,750
Closed -$330K – 1054
2016
Q3 		$330K Buy
+5,750
New +$343K 0.01% 582

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

Capstone Investment Advisors's NWE Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in NorthWestern Energy (NWE) in Q2 2026: 9,443 shares worth $676K. The stake represents ﹤0.01% of the portfolio and ranks #1105 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in NWE as recently as Q1 2024.

Capstone Investment Advisors first reported a position in NWE in Q3 2016 and has held it in 5 quarters since. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Capstone Investment Advisors held 9,443 shares of NorthWestern Energy worth $676K as of Q2 2026.
  • NorthWestern Energy was a new Capstone Investment Advisors position in Q2 2026.
  • NorthWestern Energy made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1105 holding.
  • Capstone Investment Advisors first reported a position in NorthWestern Energy in Q3 2016 and has held it in 5 quarters since.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.