Commonwealth Equity Services
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Commonwealth Equity Services’s NorthWestern Energy NWE Stock Holding History

Commonwealth Equity Services’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 		$5.14M Buy
71,705
+529
+0.7% +$37.5K 0.01% 1369
2026
Q1 		$4.69M Buy
71,176
+3,542
+5% +$240K 0.01% 1376
2025
Q4 		$4.37M Buy
67,634
+3,174
+5% +$201K 0.01% 1418
2025
Q3 		$3.78M Buy
64,460
+4,994
+8% +$276K ﹤0.01% 1545
2025
Q2 		$3.05M Buy
59,466
+5,642
+10% +$312K ﹤0.01% 1681
2025
Q1 		$3.12M Buy
53,824
+6,284
+13% +$342K ﹤0.01% 1602
2024
Q4 		$2.54M Buy
47,540
+3,734
+9% +$203K ﹤0.01% 1702
2024
Q3 		$2.51M Buy
43,806
+4,626
+12% +$247K ﹤0.01% 1662
2024
Q2 		$1.96M Buy
39,180
+6,179
+19% +$312K ﹤0.01% 1797
2024
Q1 		$1.68M Buy
33,001
+12,105
+58% +$590K ﹤0.01% 1888
2023
Q4 		$1.06M Sell
20,896
-45
-0.2% -$2.25K ﹤0.01% 2134
2023
Q3 		$1.01M Sell
20,941
-143
-0.7% -$7.62K ﹤0.01% 2062
2023
Q2 		$1.2M Sell
21,084
-2,503
-11% -$146K ﹤0.01% 1964
2023
Q1 		$1.36M Sell
23,587
-1,123
-5% -$64.1K ﹤0.01% 1827
2022
Q4 		$1.47M Buy
24,710
+2,420
+11% +$132K ﹤0.01% 1699
2022
Q3 		$1.1M Sell
22,290
-195
-0.9% -$10.7K ﹤0.01% 1827
2022
Q2 		$1.32M Buy
22,485
+204
+0.9% +$12.1K ﹤0.01% 1681
2022
Q1 		$1.35M Buy
22,281
+842
+4% +$49.3K ﹤0.01% 1764
2021
Q4 		$1.23M Buy
21,439
+249
+1% +$14.2K ﹤0.01% 1841
2021
Q3 		$1.21M Buy
21,190
+386
+2% +$24K ﹤0.01% 1777
2021
Q2 		$1.25M Buy
20,804
+531
+3% +$34.6K ﹤0.01% 1758
2021
Q1 		$1.32M Buy
20,273
+4,200
+26% +$248K ﹤0.01% 1601
2020
Q4 		$937K Buy
16,073
+79
+0.5% +$4.39K ﹤0.01% 1696
2020
Q3 		$777K Buy
15,994
+2,569
+19% +$136K ﹤0.01% 1655
2020
Q2 		$731K Buy
+13,425
New +$777K ﹤0.01% 1617
2017
Q4 		– Sell
-4,526
Closed -$258K – 2708
2017
Q3 		$258K Buy
4,526
+1,042
+30% +$62.2K ﹤0.01% 2086
2017
Q2 		$213K Buy
+3,484
New +$213K ﹤0.01% 2174

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

Commonwealth Equity Services's NWE Position: Q2 2026 in Review

Commonwealth Equity Services increased its NorthWestern Energy (NWE) stake by 0.74% in Q2 2026, buying an estimated $37.5K and bringing the position to 71,705 shares worth $5.14M. The position accounts for 0.01% of the portfolio, ranked #1369.

Commonwealth Equity Services first reported a position in NWE in Q2 2017 and has held it in 27 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Commonwealth Equity Services held 71,705 shares of NorthWestern Energy worth $5.14M as of Q2 2026.
  • Commonwealth Equity Services bought 529 NorthWestern Energy shares in Q2 2026, an estimated $37.5K.
  • NorthWestern Energy made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1369 holding.
  • Commonwealth Equity Services first reported a position in NorthWestern Energy in Q2 2017 and has held it in 27 quarters since.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.