DC Investments Management’s NorthWestern Energy NWE Stock Holding History

DC Investments Management’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	$2.36M	Hold	32,976	–	–	0.81%	21
2026 Q1	$2.17M	Hold	32,976	–	–	0.83%	23
2025 Q4	$2.13M	Hold	32,976	–	–	0.94%	17
2025 Q3	$1.93M	Hold	32,976	–	–	0.8%	29
2025 Q2	$1.69M	Hold	32,976	–	–	0.71%	38
2025 Q1	$1.91M	Sell	32,976 -11,840	-26%	-$644K	0.98%	33
2024 Q4	$2.4M	Buy	44,816 +14,146	+46%	+$769K	1.56%	17
2024 Q3	$1.75M	Hold	30,670	–	–	1.23%	19
2024 Q2	$1.54M	Hold	30,670	–	–	1.29%	19
2024 Q1	$1.56M	Buy	+30,670	New	+$1.5M	1.27%	17
2022 Q2	–	Sell	-15,536	Closed	-$940K	–	54
2022 Q1	$940K	Hold	15,536	–	–	1.63%	28
2021 Q4	$888K	Hold	15,536	–	–	1.26%	32
2021 Q3	$890K	Hold	15,536	–	–	1.66%	28
2021 Q2	$936K	Hold	15,536	–	–	2.2%	24
2021 Q1	$1.01M	Buy	+15,536	New	+$919K	2.51%	21
2020 Q3	–	Sell	-5,302	Closed	-$289K	–	223
2020 Q2	$289K	Sell	5,302 -3,208	-38%	-$186K	0.11%	232
2020 Q1	$509K	Buy	8,510 +916	+12%	+$65.3K	0.41%	66
2019 Q4	$544K	Sell	7,594 -375	-5%	-$27K	0.42%	88
2019 Q3	$598K	Sell	7,969 -701	-8%	-$50.6K	0.35%	59
2019 Q2	$626K	Sell	8,670 -1,591	-16%	-$113K	0.35%	65
2019 Q1	$722K	Hold	10,261	–	–	0.46%	38
2018 Q4	$610K	Buy	10,261 +755	+8%	+$46.3K	0.5%	51
2018 Q3	$558K	Sell	9,506 -260	-3%	-$15.4K	0.38%	101
2018 Q2	$559K	Buy	9,766 +5,001	+105%	+$271K	0.36%	107
2018 Q1	$256K	Sell	4,765 -1,179	-20%	-$62.4K	0.17%	230
2017 Q4	$355K	Buy	+5,944	New	+$358K	0.15%	186

Other funds holding NWE

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

DC Investments Management's NWE Position: Q2 2026 in Review

DC Investments Management held its NorthWestern Energy (NWE) position steady in Q2 2026 at 32,976 shares worth $2.36M. The position accounts for 0.81% of the portfolio, ranked #21.

DC Investments Management first reported a position in NWE in Q4 2017 and has held it in 26 quarters since. The position peaked at $2.4M in Q4 2024. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

DC Investments Management held 32,976 shares of NorthWestern Energy worth $2.36M as of Q2 2026.
DC Investments Management left its NorthWestern Energy share count unchanged in Q2 2026.
NorthWestern Energy made up 0.81% of DC Investments Management's portfolio in Q2 2026, its #21 holding.
DC Investments Management first reported a position in NorthWestern Energy in Q4 2017 and has held it in 26 quarters since.
DC Investments Management's NorthWestern Energy position peaked at $2.4M in Q4 2024.
375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on DC Investments Management's 13F filing for Q2 2026, filed 14 Aug 2026.