DiNuzzo Private Wealth’s NorthWestern Energy NWE Stock Holding History

DiNuzzo Private Wealth’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	$502	Sell	7 -2	-22%	-$142	﹤0.01%	1102
2026 Q1	$594	Buy	9 +2	+29%	+$135	﹤0.01%	1037
2025 Q4	$452	Hold	7	–	–	﹤0.01%	1111
2025 Q3	$403	Hold	7	–	–	﹤0.01%	1140
2025 Q2	$360	Sell	7 -1	-13%	-$55	﹤0.01%	1156
2025 Q1	$463	Sell	8 -1	-11%	-$54	﹤0.01%	1073
2024 Q4	$482	Hold	9	–	–	﹤0.01%	1092
2024 Q3	$515	Buy	9 +2	+29%	+$107	﹤0.01%	1102
2024 Q2	$351	Buy	7 +2	+40%	+$101	﹤0.01%	1148
2024 Q1	$255	Hold	5	–	–	﹤0.01%	1162
2023 Q4	$255	Buy	+5	New	+$250	﹤0.01%	1172

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

DiNuzzo Private Wealth's NWE Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its NorthWestern Energy (NWE) stake by 22% in Q2 2026, selling an estimated $142 and leaving 7 shares worth $502. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

DiNuzzo Private Wealth first reported a position in NWE in Q4 2023 and has held it in 11 quarters since. The position peaked at $594 in Q1 2026. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

DiNuzzo Private Wealth held 7 shares of NorthWestern Energy worth $502 as of Q2 2026.
DiNuzzo Private Wealth sold 2 NorthWestern Energy shares in Q2 2026, an estimated $142.
NorthWestern Energy made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1102 holding.
DiNuzzo Private Wealth first reported a position in NorthWestern Energy in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's NorthWestern Energy position peaked at $594 in Q1 2026.
375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.