CIBC Private Wealth Group
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CIBC Private Wealth Group’s NorthWestern Energy NWE Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$318K Buy
4,932
+45
+0.9% +$2.85K ﹤0.01% 1011
2025
Q3 		$286K Buy
4,887
+141
+3% +$7.78K ﹤0.01% 1030
2025
Q2 		$243K Sell
4,746
-496
-9% -$27.4K ﹤0.01% 1039
2025
Q1 		$287K Buy
5,242
+488
+10% +$26.5K ﹤0.01% 967
2024
Q4 		$249K Buy
4,754
+422
+10% +$22.9K ﹤0.01% 1075
2024
Q3 		$248K Buy
4,332
+145
+3% +$7.74K ﹤0.01% 1092
2024
Q2 		$204K Buy
4,187
+1,881
+82% +$95K ﹤0.01% 1091
2024
Q1 		$117K Buy
+2,306
New +$112K ﹤0.01% 1329

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIBC Private Wealth Group's NWE Position: Q4 2025 in Review

CIBC Private Wealth Group increased its NorthWestern Energy (NWE) stake by 0.92% in Q4 2025, buying an estimated $2.85K and bringing the position to 4,932 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

CIBC Private Wealth Group first reported a position in NWE in Q1 2024 and has held it in 8 quarters since. 358 funds tracked by Wall St. Rank hold NWE as of Q4 2025.

  • CIBC Private Wealth Group held 4,932 shares of NorthWestern Energy worth $318K as of Q4 2025.
  • CIBC Private Wealth Group bought 45 NorthWestern Energy shares in Q4 2025, an estimated $2.85K.
  • NorthWestern Energy made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1011 holding.
  • CIBC Private Wealth Group first reported a position in NorthWestern Energy in Q1 2024 and has held it in 8 quarters since.
  • 358 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.