Cullen/Frost Bankers’s NorthWestern Energy NWE Stock Holding History

Cullen/Frost Bankers’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 Q2	–	Sell	-235	Closed	-$13.6K	–	1383
2025 Q1	$13.6K	Buy	+235	New	+$12.8K	﹤0.01%	901
2024 Q3	–	Sell	-62	Closed	-$3.1K	–	1327
2024 Q2	$3.1K	Buy	+62	New	+$3.13K	﹤0.01%	1030
2022 Q2	–	Sell	-5	Closed	–	–	1155
2022 Q1	$0	Hold	5	–	–	﹤0.01%	1227
2021 Q4	$0	Buy	+5	New	+$284	﹤0.01%	1280

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cullen/Frost Bankers's NWE Position: Q2 2025 in Review

Cullen/Frost Bankers sold out of NorthWestern Energy (NWE) in Q2 2025, closing a stake of 235 shares — an estimated $13.6K sold.

Cullen/Frost Bankers first reported a position in NWE in Q4 2021 and held it in 4 quarters. The position peaked at $13.6K in Q1 2025. 335 funds tracked by Wall St. Rank hold NWE as of Q2 2025.

Cullen/Frost Bankers reported no remaining NorthWestern Energy position as of Q2 2025 after selling out during the quarter.
Cullen/Frost Bankers sold 235 NorthWestern Energy shares in Q2 2025, an estimated $13.6K.
Cullen/Frost Bankers first reported a position in NorthWestern Energy in Q4 2021 and held it in 4 quarters.
Cullen/Frost Bankers's NorthWestern Energy position peaked at $13.6K in Q1 2025.
335 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2025.

Based on Cullen/Frost Bankers's 13F filing for Q2 2025, filed 30 Jul 2025.