Convergence Investment Partners’s NorthWestern Energy NWE Stock Holding History

Convergence Investment Partners’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
2025 Q3	–	Sell	-20,768	Closed	-$1.07M	–	276
2025 Q2	$1.07M	Sell	20,768 -85	-0.4%	-$4.7K	0.27%	140
2025 Q1	$1.21M	Buy	20,853 +84	+0.4%	+$4.57K	0.33%	103
2024 Q4	$1.11M	Sell	20,769 -73	-0.4%	-$3.97K	0.25%	138
2024 Q3	$1.19M	Sell	20,842 -479	-2%	-$25.6K	0.32%	104
2024 Q2	$1.07M	Buy	+21,321	New	+$1.08M	0.31%	104
2019 Q4	–	Sell	-3,582	Closed	-$269K	–	289
2019 Q3	$269K	Sell	3,582 -12,594	-78%	-$908K	0.07%	196
2019 Q2	$1.17M	Buy	+16,176	New	+$1.15M	0.28%	135

Other funds holding NWE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Convergence Investment Partners's NWE Position: Q3 2025 in Review

Convergence Investment Partners sold out of NorthWestern Energy (NWE) in Q3 2025, closing a stake of 20,768 shares — an estimated $1.07M sold.

Convergence Investment Partners first reported a position in NWE in Q2 2019 and held it in 7 quarters. The position peaked at $1.21M in Q1 2025. 329 funds tracked by Wall St. Rank hold NWE as of Q3 2025.

Convergence Investment Partners reported no remaining NorthWestern Energy position as of Q3 2025 after selling out during the quarter.
Convergence Investment Partners sold 20,768 NorthWestern Energy shares in Q3 2025, an estimated $1.07M.
Convergence Investment Partners first reported a position in NorthWestern Energy in Q2 2019 and held it in 7 quarters.
Convergence Investment Partners's NorthWestern Energy position peaked at $1.21M in Q1 2025.
329 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2025.

Based on Convergence Investment Partners's 13F filing for Q3 2025, filed 4 Nov 2025.