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
Q2 		$5.75M Sell
80,264
-5,101
-6% -$362K 0.01% 1027
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 $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

Cerity Partners's NWE Position: Q2 2026 in Review

Cerity Partners reduced its NorthWestern Energy (NWE) stake by 6% in Q2 2026, selling an estimated $362K and leaving 80,264 shares worth $5.75M. The position accounts for 0.01% of the portfolio, ranked #1027.

Cerity Partners first reported a position in NWE in Q1 2018 and has held it in 18 quarters since. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Cerity Partners held 80,264 shares of NorthWestern Energy worth $5.75M as of Q2 2026.
  • Cerity Partners sold 5,101 NorthWestern Energy shares in Q2 2026, an estimated $362K.
  • NorthWestern Energy made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1027 holding.
  • Cerity Partners first reported a position in NorthWestern Energy in Q1 2018 and has held it in 18 quarters since.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.