Cerity Partners
NWE icon

Cerity Partners’s NorthWestern Energy NWE Stock Holding History

Cerity Partners’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 		$5.63M Buy
85,365
+27,966
+49% +$1.89M 0.01% 952
2025
Q4 		$3.7M Buy
57,399
+21,333
+59% +$1.35M 0.01% 1064
2025
Q3 		$2.11M Buy
36,066
+25,061
+228% +$1.38M ﹤0.01% 1270
2025
Q2 		$565K Sell
11,005
-78
-0.7% -$4.31K ﹤0.01% 1800
2025
Q1 		$641K Buy
11,083
+648
+6% +$35.2K ﹤0.01% 1635
2024
Q4 		$564K Buy
10,435
+2,763
+36% +$150K ﹤0.01% 1697
2024
Q3 		$439K Buy
7,672
+2,125
+38% +$113K ﹤0.01% 1843
2024
Q2 		$278K Buy
5,547
+1,222
+28% +$61.7K ﹤0.01% 1864
2024
Q1 		$220K Buy
+4,325
New +$211K ﹤0.01% 2056
2023
Q2 		– Sell
-4,515
Closed -$262K – 1859
2023
Q1 		$262K Buy
4,515
+258
+6% +$14.7K ﹤0.01% 1593
2022
Q4 		$253K Buy
+4,257
New +$232K ﹤0.01% 1220
2019
Q3 		– Sell
-5,488
Closed -$396K – 501
2019
Q2 		$396K Sell
5,488
-249
-4% -$17.7K 0.03% 350
2019
Q1 		$404K Sell
5,737
-766
-12% -$50.3K 0.03% 362
2018
Q4 		$387K Sell
6,503
-12
-0.2% -$736 0.03% 359
2018
Q3 		$382K Buy
6,515
+456
+8% +$27.1K 0.03% 375
2018
Q2 		$347K Sell
6,059
-532
-8% -$28.9K 0.03% 397
2018
Q1 		$355K Buy
+6,591
New +$349K 0.03% 394

Other funds holding NWE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $131B AUM 28.36% 1-Year Est. Return

Cerity Partners's NWE Position: Q1 2026 in Review

Cerity Partners increased its NorthWestern Energy (NWE) stake by 49% in Q1 2026, buying an estimated $1.89M and bringing the position to 85,365 shares worth $5.63M. The position accounts for 0.01% of the portfolio, ranked #952.

Cerity Partners first reported a position in NWE in Q1 2018 and has held it in 17 quarters since. 370 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

  • Cerity Partners held 85,365 shares of NorthWestern Energy worth $5.63M as of Q1 2026.
  • Cerity Partners bought 27,966 NorthWestern Energy shares in Q1 2026, an estimated $1.89M.
  • NorthWestern Energy made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #952 holding.
  • Cerity Partners first reported a position in NorthWestern Energy in Q1 2018 and has held it in 17 quarters since.
  • 370 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.