Citadel Advisors’s NorthWestern Energy NWE Stock Holding History

Citadel Advisors’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	$279K	Buy	3,900 +100	+3%	+$7.09K	﹤0.01%	11277
2026 Q1	$251K	Buy	+3,800	New	+$257K	﹤0.01%	10904
2025 Q4	–	Sell	-8,000	Closed	-$469K	–	13647
2025 Q3	$469K	Sell	8,000 -9,300	-54%	-$513K	﹤0.01%	9285
2025 Q2	$887K	Sell	17,300 -1,300	-7%	-$71.8K	﹤0.01%	7374
2025 Q1	$1.08M	Buy	18,600 +600	+3%	+$32.6K	﹤0.01%	6800
2024 Q4	$962K	Buy	18,000 +2,600	+17%	+$141K	﹤0.01%	7103
2024 Q3	$881K	Sell	15,400 -31,600	-67%	-$1.69M	﹤0.01%	7120
2024 Q2	$2.35M	Buy	47,000 +1,600	+4%	+$80.8K	﹤0.01%	5020
2024 Q1	$2.31M	Buy	45,400 +23,500	+107%	+$1.15M	﹤0.01%	5239
2023 Q4	$1.11M	Buy	+21,900	New	+$1.09M	﹤0.01%	6462

Other funds holding NWE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Citadel Advisors's NWE Position: Q2 2026 in Review

Citadel Advisors reduced its NorthWestern Energy (NWE) stake by 76% in Q2 2026, selling an estimated $2.48M and leaving 10,764 shares worth $771K. The position accounts for ﹤0.01% of the portfolio, ranked #8840.

Citadel Advisors first reported a position in NWE in Q2 2013 and has held it in 47 quarters since. The position peaked at $26.3M in Q4 2020. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Citadel Advisors held 10,764 shares of NorthWestern Energy worth $771K as of Q2 2026.
Citadel Advisors sold 35,025 NorthWestern Energy shares in Q2 2026, an estimated $2.48M.
NorthWestern Energy made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #8840 holding.
Citadel Advisors first reported a position in NorthWestern Energy in Q2 2013 and has held it in 47 quarters since.
Citadel Advisors's NorthWestern Energy position peaked at $26.3M in Q4 2020.
376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.