CL
NWE icon

Choreo LLC’s NorthWestern Energy NWE Stock Holding History

Choreo 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
Q2 		$244K Buy
3,400
+197
+6% +$14K ﹤0.01% 1440
2026
Q1 		$211K Sell
3,203
-172
-5% -$11.6K ﹤0.01% 1450
2025
Q4 		$219K Sell
3,375
-478
-12% -$30.3K ﹤0.01% 1405
2025
Q3 		$226K Buy
+3,853
New +$213K ﹤0.01% 1387
2024
Q4 		– Sell
-3,505
Closed -$201K – 1697
2024
Q3 		$201K Buy
+3,505
New +$187K ﹤0.01% 1471

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 $3.37T 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
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

Choreo LLC's NWE Position: Q2 2026 in Review

Choreo LLC increased its NorthWestern Energy (NWE) stake by 6.2% in Q2 2026, buying an estimated $14K and bringing the position to 3,400 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Choreo LLC first reported a position in NWE in Q3 2024 and has held it in 5 quarters since. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Choreo LLC held 3,400 shares of NorthWestern Energy worth $244K as of Q2 2026.
  • Choreo LLC bought 197 NorthWestern Energy shares in Q2 2026, an estimated $14K.
  • NorthWestern Energy made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1440 holding.
  • Choreo LLC first reported a position in NorthWestern Energy in Q3 2024 and has held it in 5 quarters since.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.