Citadel Advisors
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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
2025
Q2 		– Sell
-100
Closed -$5.79K – 14279
2025
Q1 		$5.79K Sell
100
-2,000
-95% -$109K ﹤0.01% 13791
2024
Q4 		$112K Buy
2,100
+100
+5% +$5.44K ﹤0.01% 11293
2024
Q3 		$114K Sell
2,000
-9,600
-83% -$513K ﹤0.01% 10943
2024
Q2 		$581K Buy
11,600
+7,100
+158% +$359K ﹤0.01% 7749
2024
Q1 		$229K Sell
4,500
-900
-17% -$43.9K ﹤0.01% 10046
2023
Q4 		$275K Buy
+5,400
New +$270K ﹤0.01% 9331

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

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.