Compass Financial Management’s NorthWestern Energy NWE Stock Holding History

Compass Financial Management’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

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

Compass Financial Management's NWE Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.