Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s NorthWestern Energy NWE Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$2.01M Buy
30,506
+47
+0.2% +$3.18K 0.01% 1191
2025
Q4 		$1.97M Buy
30,459
+4,334
+17% +$274K 0.01% 1159
2025
Q3 		$1.53M Buy
26,125
+22,121
+552% +$1.22M ﹤0.01% 1210
2025
Q2 		$205K Buy
4,004
+949
+31% +$52.5K ﹤0.01% 2153
2025
Q1 		$177K Buy
3,055
+842
+38% +$45.8K ﹤0.01% 2005
2024
Q4 		$118K Buy
2,213
+708
+47% +$38.5K ﹤0.01% 2179
2024
Q3 		$86K Buy
1,505
+513
+52% +$27.4K ﹤0.01% 2297
2024
Q2 		$50K Buy
992
+579
+140% +$29.3K ﹤0.01% 2479
2024
Q1 		$21K Sell
413
-714
-63% -$34.8K ﹤0.01% 2883
2023
Q4 		$57K Buy
1,127
+939
+499% +$46.9K ﹤0.01% 2092
2023
Q3 		$9K Sell
188
-101
-35% -$5.38K ﹤0.01% 3198
2023
Q2 		$16K Buy
289
+43
+17% +$2.51K ﹤0.01% 2791
2023
Q1 		$14K Buy
246
+91
+59% +$5.2K ﹤0.01% 2752
2022
Q4 		$9K Buy
155
+125
+417% +$6.82K ﹤0.01% 2872
2022
Q3 		$1K Sell
30
-181
-86% -$9.94K ﹤0.01% 3712
2022
Q2 		$12K Sell
211
-1
-0.5% -$60 ﹤0.01% 2470
2022
Q1 		$13K Sell
212
-20
-9% -$1.17K ﹤0.01% 2332
2021
Q4 		$13K Buy
+232
New +$13.2K ﹤0.01% 2210
2021
Q2 		$1.77M Hold
29,341
– – 0.01% 469
2021
Q1 		$1.77M Hold
29,341
– – 0.01% 469
2020
Q4 		$1.77M Hold
29,341
– – 0.01% 469
2020
Q3 		$1.77M Hold
29,341
– – 0.01% 469
2020
Q2 		$1.77M Hold
29,341
– – 0.01% 469
2020
Q1 		$1.77M Hold
29,341
– – 0.01% 469
2019
Q4 		$1.77M Hold
29,341
– – 0.01% 469
2019
Q3 		$1.77M Hold
29,341
– – 0.01% 469
2019
Q2 		$1.77M Hold
29,341
– – 0.01% 469
2019
Q1 		$1.77M Buy
29,341
+29,323
+162,906% +$1.92M 0.01% 469
2018
Q4 		$1K Sell
18
-20
-53% -$1.23K ﹤0.01% 1950
2018
Q3 		$2K Buy
38
+1
+3% +$59 ﹤0.01% 1543
2018
Q2 		$2K Buy
+37
New +$2.01K ﹤0.01% 1400

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NWE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its NorthWestern Energy (NWE) stake by 0.15% in Q1 2026, buying an estimated $3.18K and bringing the position to 30,506 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #1191.

Carson Wealth (CWM LLC) first reported a position in NWE in Q2 2018 and has held it in 31 quarters since. 373 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 30,506 shares of NorthWestern Energy worth $2.01M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 47 NorthWestern Energy shares in Q1 2026, an estimated $3.18K.
  • NorthWestern Energy made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1191 holding.
  • Carson Wealth (CWM LLC) first reported a position in NorthWestern Energy in Q2 2018 and has held it in 31 quarters since.
  • 373 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.