Connor, Clark & Lunn Investment Management (CC&L)’s NorthWestern Energy NWE Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	$419K	Hold	5,851	–	–	﹤0.01%	1433
2026 Q1	$386K	Buy	5,851 +35	+0.6%	+$2.37K	﹤0.01%	1358
2025 Q4	$375K	Sell	5,816 -64,995	-92%	-$4.12M	﹤0.01%	1356
2025 Q3	$4.15M	Sell	70,811 -57,750	-45%	-$3.19M	0.01%	638
2025 Q2	$6.6M	Buy	128,561 +87,360	+212%	+$4.83M	0.02%	507
2025 Q1	$2.38M	Buy	41,201 +29,404	+249%	+$1.6M	0.01%	687
2024 Q4	$631K	Buy	+11,797	New	+$641K	﹤0.01%	1081
2020 Q4	–	Sell	-20,334	Closed	-$989K	–	1004
2020 Q3	$989K	Sell	20,334 -7,440	-27%	-$395K	0.01%	626
2020 Q2	$1.51M	Buy	27,774 +11,924	+75%	+$691K	0.01%	514
2020 Q1	$948K	Buy	+15,850	New	+$1.13M	0.01%	575
2018 Q3	–	Sell	-5,325	Closed	-$305K	–	1061
2018 Q2	$305K	Buy	+5,325	New	+$289K	﹤0.01%	879

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

Connor, Clark & Lunn Investment Management (CC&L)'s NWE Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) held its NorthWestern Energy (NWE) position steady in Q2 2026 at 5,851 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in NWE in Q2 2018 and has held it in 11 quarters since. The position peaked at $6.6M in Q2 2025. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 5,851 shares of NorthWestern Energy worth $419K as of Q2 2026.
Connor, Clark & Lunn Investment Management (CC&L) left its NorthWestern Energy share count unchanged in Q2 2026.
NorthWestern Energy made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #1433 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in NorthWestern Energy in Q2 2018 and has held it in 11 quarters since.
Connor, Clark & Lunn Investment Management (CC&L)'s NorthWestern Energy position peaked at $6.6M in Q2 2025.
375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.