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Custom Index Systems’s NorthWestern Energy NWE Stock Holding History

Custom Index Systems’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 		$22.3K Buy
+311
New +$22K 0.01% 463

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

Custom Index Systems's NWE Position: Q2 2026 in Review

Custom Index Systems opened a new position in NorthWestern Energy (NWE) in Q2 2026: 311 shares worth $22.3K. The stake represents 0.01% of the portfolio and ranks #463 among its holdings.

375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Custom Index Systems held 311 shares of NorthWestern Energy worth $22.3K as of Q2 2026.
  • NorthWestern Energy was a new Custom Index Systems position in Q2 2026.
  • NorthWestern Energy made up 0.01% of Custom Index Systems's portfolio in Q2 2026, its #463 holding.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.