CA
NWE icon

Clearstead Advisors’s NorthWestern Energy NWE Stock Holding History

Clearstead 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 		$1.79K Buy
25
+5
+25% +$354 ﹤0.01% 2517
2026
Q1 		$1.32K Sell
20
-197
-91% -$13.3K ﹤0.01% 1992
2025
Q4 		$14K Sell
217
-311
-59% -$19.7K ﹤0.01% 1810
2025
Q3 		$30.9K Buy
528
+488
+1,220% +$26.9K ﹤0.01% 1451
2025
Q2 		$2.05K Buy
40
+26
+186% +$1.44K ﹤0.01% 2318
2025
Q1 		$811 Buy
+14
New +$761 ﹤0.01% 2016
2021
Q4 		– Sell
-306
Closed -$18K – 1385
2021
Q3 		$18K Buy
+306
New +$19K ﹤0.01% 848

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Clearstead Advisors's NWE Position: Q2 2026 in Review

Clearstead Advisors increased its NorthWestern Energy (NWE) stake by 25% in Q2 2026, buying an estimated $354 and bringing the position to 25 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2517.

Clearstead Advisors first reported a position in NWE in Q3 2021 and has held it in 7 quarters since. The position peaked at $30.9K in Q3 2025. 170 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Clearstead Advisors held 25 shares of NorthWestern Energy worth $1.79K as of Q2 2026.
  • Clearstead Advisors bought 5 NorthWestern Energy shares in Q2 2026, an estimated $354.
  • NorthWestern Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2517 holding.
  • Clearstead Advisors first reported a position in NorthWestern Energy in Q3 2021 and has held it in 7 quarters since.
  • Clearstead Advisors's NorthWestern Energy position peaked at $30.9K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.