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Destiny Wealth Partners’s NorthWestern Energy NWE Stock Holding History

Destiny Wealth Partners’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 		– Sell
-275
Closed -$18.1K – 793
2026
Q1 		$18.1K Buy
+275
New +$18.6K ﹤0.01% 709

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State Street
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Geode Capital Management
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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
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Destiny Wealth Partners's NWE Position: Q2 2026 in Review

Destiny Wealth Partners sold out of NorthWestern Energy (NWE) in Q2 2026, closing a stake of 275 shares — an estimated $18.1K sold.

Destiny Wealth Partners first reported a position in NWE in Q1 2026 and held it in 1 quarter. The position peaked at $18.1K in Q1 2026. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Destiny Wealth Partners reported no remaining NorthWestern Energy position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 275 NorthWestern Energy shares in Q2 2026, an estimated $18.1K.
  • Destiny Wealth Partners first reported a position in NorthWestern Energy in Q1 2026 and held it in 1 quarter.
  • Destiny Wealth Partners's NorthWestern Energy position peaked at $18.1K in Q1 2026.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.