COMPASS FINANCIAL MANAGEMENT LLC’s NorthWestern Energy NWE Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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	$137K	Buy	+1,913	New	+$136K	0.02%	494

Other funds holding NWE

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RRAM

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

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's NWE Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in NorthWestern Energy (NWE) in Q2 2026: 1,913 shares worth $137K. The stake represents 0.02% of the portfolio and ranks #494 among its holdings.

244 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 1,913 shares of NorthWestern Energy worth $137K as of Q2 2026.
NorthWestern Energy was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
NorthWestern Energy made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #494 holding.
244 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.