Creative Planning’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.57M | Buy |
38,988
+4,431
| +13% | +$300K | ﹤0.01% | 1707 |
|
|
2025
Q4 | $2.23M | Buy |
34,557
+11,032
| +47% | +$699K | ﹤0.01% | 1640 |
|
|
2025
Q3 | $1.38M | Buy |
23,525
+12,847
| +120% | +$709K | ﹤0.01% | 1834 |
|
|
2025
Q2 | $548K | Buy |
10,678
+303
| +3% | +$16.7K | ﹤0.01% | 2389 |
|
|
2025
Q1 | $600K | Buy |
10,375
+1,552
| +18% | +$84.4K | ﹤0.01% | 2122 |
|
|
2024
Q4 | $472K | Buy |
8,823
+887
| +11% | +$48.2K | ﹤0.01% | 2278 |
|
|
2024
Q3 | $454K | Buy |
7,936
+143
| +2% | +$7.64K | ﹤0.01% | 2190 |
|
|
2024
Q2 | $390K | Buy |
7,793
+851
| +12% | +$43K | ﹤0.01% | 2148 |
|
|
2024
Q1 | $354K | Buy |
6,942
+1,744
| +34% | +$85.1K | ﹤0.01% | 2110 |
|
|
2023
Q4 | $265K | Buy |
+5,198
| New | +$259K | ﹤0.01% | 2186 |
|
|
2023
Q3 | – | Sell |
-4,038
| Closed | -$229K | – | 2994 |
|
|
2023
Q2 | $229K | Buy |
+4,038
| New | +$236K | ﹤0.01% | 2118 |
|
|
2019
Q3 | – | Sell |
-2,992
| Closed | -$216K | – | 2070 |
|
|
2019
Q2 | $216K | Hold |
2,992
| – | – | ﹤0.01% | 1570 |
|
|
2019
Q1 | $211K | Buy |
+2,992
| New | +$196K | ﹤0.01% | 1550 |
|
|
2018
Q1 | – | Sell |
-4,673
| Closed | -$279K | – | 2091 |
|
|
2017
Q4 | $279K | Buy |
4,673
+808
| +21% | +$48.7K | ﹤0.01% | 1404 |
|
|
2017
Q3 | $220K | Buy |
3,865
+2,692
| +229% | +$161K | ﹤0.01% | 1533 |
|
|
2017
Q2 | $72K | Sell |
1,173
-12
| -1% | -$732 | ﹤0.01% | 2223 |
|
|
2017
Q1 | $70K | Buy |
1,185
+12
| +1% | +$689 | ﹤0.01% | 2213 |
|
|
2016
Q4 | $67K | Sell |
1,173
-131
| -10% | -$7.37K | ﹤0.01% | 2151 |
|
|
2016
Q3 | $75K | Buy |
1,304
+223
| +21% | +$13.3K | ﹤0.01% | 2054 |
|
|
2016
Q2 | $68K | Buy |
1,081
+81
| +8% | +$4.8K | ﹤0.01% | 1931 |
|
|
2016
Q1 | $62K | Sell |
1,000
-164
| -14% | -$9.46K | ﹤0.01% | 1942 |
|
|
2015
Q4 | $63K | Buy |
1,164
+85
| +8% | +$4.63K | ﹤0.01% | 1933 |
|
|
2015
Q3 | $58K | Buy |
+1,079
| New | +$56.2K | ﹤0.01% | 1938 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$54K | – | 2378 |
|
|
2015
Q1 | $54K | Hold |
1,000
| – | – | ﹤0.01% | 1980 |
|
|
2014
Q4 | $57K | Hold |
1,000
| – | – | ﹤0.01% | 1920 |
|
|
2014
Q3 | $45K | Hold |
1,000
| – | – | ﹤0.01% | 1994 |
|
|
2014
Q2 | $52K | Hold |
1,000
| – | – | ﹤0.01% | 1861 |
|
|
2014
Q1 | $47K | Sell |
1,000
-379
| -27% | -$17.1K | ﹤0.01% | 1837 |
|
|
2013
Q4 | $60K | Hold |
1,379
| – | – | ﹤0.01% | 1480 |
|
|
2013
Q3 | $62K | Hold |
1,379
| – | – | ﹤0.01% | 1391 |
|
|
2013
Q2 | $55K | Buy |
+1,379
| New | +$56.7K | ﹤0.01% | 1329 |
|
Other funds holding NWE
VPM
VCM
Creative Planning's NWE Position: Q1 2026 in Review
Creative Planning increased its NorthWestern Energy (NWE) stake by 13% in Q1 2026, buying an estimated $300K and bringing the position to 38,988 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1707.
Creative Planning first reported a position in NWE in Q2 2013 and has held it in 31 quarters since. 370 funds tracked by Wall St. Rank hold NWE as of Q1 2026.
- Creative Planning held 38,988 shares of NorthWestern Energy worth $2.57M as of Q1 2026.
- Creative Planning bought 4,431 NorthWestern Energy shares in Q1 2026, an estimated $300K.
- NorthWestern Energy made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1707 holding.
- Creative Planning first reported a position in NorthWestern Energy in Q2 2013 and has held it in 31 quarters since.
- 370 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.