Cornerstone Planning Group’s NorthWestern Energy NWE Stock Holding History

Cornerstone Planning Group’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	$1.01K	Hold	14	–	–	﹤0.01%	1496
2026 Q1	$994	Hold	14	–	–	﹤0.01%	1465
2025 Q4	$931	Sell	14 -47	-77%	-$2.98K	﹤0.01%	1369
2025 Q3	$1.35K	Buy	61 +47	+336%	+$2.59K	﹤0.01%	1243
2025 Q2	$763	Hold	14	–	–	﹤0.01%	1178
2025 Q1	$818	Hold	14	–	–	﹤0.01%	1174
2024 Q4	$764	Hold	14	–	–	﹤0.01%	1025
2024 Q3	$750	Hold	14	–	–	﹤0.01%	1009
2024 Q2	$721	Hold	14	–	–	﹤0.01%	1018
2024 Q1	$717	Buy	+14	New	+$683	﹤0.01%	852

Other funds holding NWE

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Cornerstone Planning Group's NWE Position: Q2 2026 in Review

Cornerstone Planning Group held its NorthWestern Energy (NWE) position steady in Q2 2026 at 14 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

Cornerstone Planning Group first reported a position in NWE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.35K in Q3 2025. 168 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Cornerstone Planning Group held 14 shares of NorthWestern Energy worth $1.01K as of Q2 2026.
Cornerstone Planning Group left its NorthWestern Energy share count unchanged in Q2 2026.
NorthWestern Energy made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1496 holding.
Cornerstone Planning Group first reported a position in NorthWestern Energy in Q1 2024 and has held it in 10 quarters since.
Cornerstone Planning Group's NorthWestern Energy position peaked at $1.35K in Q3 2025.
168 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.