CA
NWE icon

CSM Advisors’s NorthWestern Energy NWE Stock Holding History

CSM Advisors’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 		$1.23M Buy
17,122
+6,621
+63% +$469K 0.03% 330
2026
Q1 		$692K Sell
10,501
-88
-0.8% -$5.96K 0.02% 356
2025
Q4 		$683K Sell
10,589
-47
-0.4% -$2.98K 0.02% 352
2025
Q3 		$624K Buy
10,636
+2
+0% +$110 0.02% 365
2025
Q2 		$546K Buy
+10,634
New +$588K 0.02% 330

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
American Century Companies
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

CSM Advisors's NWE Position: Q2 2026 in Review

CSM Advisors increased its NorthWestern Energy (NWE) stake by 63% in Q2 2026, buying an estimated $469K and bringing the position to 17,122 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #330.

CSM Advisors first reported a position in NWE in Q2 2025 and has held it in 5 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • CSM Advisors held 17,122 shares of NorthWestern Energy worth $1.23M as of Q2 2026.
  • CSM Advisors bought 6,621 NorthWestern Energy shares in Q2 2026, an estimated $469K.
  • NorthWestern Energy made up 0.03% of CSM Advisors's portfolio in Q2 2026, its #330 holding.
  • CSM Advisors first reported a position in NorthWestern Energy in Q2 2025 and has held it in 5 quarters since.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.