CIBC World Markets’s NorthWestern Energy NWE Stock Holding History

CIBC World Markets’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	$264K	Buy	+4,084	New	+$259K	﹤0.01%	1006
2025 Q2	$390K	Sell	7,607 -6,074	-44%	-$336K	﹤0.01%	976
2025 Q1	$792K	Buy	13,681 +7,912	+137%	+$430K	0.01%	779
2024 Q4	$308K	Buy	+5,769	New	+$314K	﹤0.01%	928
2021 Q2	–	Sell	-5,435	Closed	-$354K	–	843
2021 Q1	$354K	Buy	+5,435	New	+$321K	﹤0.01%	916

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIBC World Markets's NWE Position: Q4 2025 in Review

CIBC World Markets opened a new position in NorthWestern Energy (NWE) in Q4 2025: 4,084 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #1006 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in NWE as recently as Q2 2025.

CIBC World Markets first reported a position in NWE in Q1 2021 and has held it in 5 quarters since. The position peaked at $792K in Q1 2025. 357 funds tracked by Wall St. Rank hold NWE as of Q4 2025.

CIBC World Markets held 4,084 shares of NorthWestern Energy worth $264K as of Q4 2025.
NorthWestern Energy was a new CIBC World Markets position in Q4 2025.
NorthWestern Energy made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #1006 holding.
CIBC World Markets first reported a position in NorthWestern Energy in Q1 2021 and has held it in 5 quarters since.
CIBC World Markets's NorthWestern Energy position peaked at $792K in Q1 2025.
357 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.