DTL
NWE icon

Dynamic Technology Lab’s NorthWestern Energy NWE Stock Holding History

Dynamic Technology Lab’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
Q3 		– Sell
-17,798
Closed -$913K – 1092
2025
Q2 		$913K Buy
+17,798
New +$984K 0.12% 277
2024
Q3 		– Sell
-4,691
Closed -$235K – 1244
2024
Q2 		$235K Buy
+4,691
New +$237K 0.03% 751
2024
Q1 		– Sell
-9,959
Closed -$507K – 1308
2023
Q4 		$507K Buy
+9,959
New +$497K 0.05% 581
2023
Q3 		– Sell
-5,153
Closed -$292K – 1207
2023
Q2 		$292K Buy
5,153
+771
+18% +$45.1K 0.04% 719
2023
Q1 		$254K Buy
+4,382
New +$250K 0.02% 843
2022
Q4 		– Sell
-10,760
Closed -$530K – 1390
2022
Q3 		$530K Buy
+10,760
New +$591K 0.05% 607
2021
Q4 		– Sell
-18,310
Closed -$1.05M – 1377
2021
Q3 		$1.05M Buy
18,310
+5,060
+38% +$314K 0.13% 261
2021
Q2 		$798K Buy
+13,250
New +$863K 0.08% 405
2020
Q2 		– Sell
-9,073
Closed -$543K – 1228
2020
Q1 		$543K Buy
9,073
+3,917
+76% +$279K 0.11% 331
2019
Q4 		$370K Buy
+5,156
New +$372K 0.06% 582
2019
Q1 		– Sell
-7,500
Closed -$446K – 1229
2018
Q4 		$446K Buy
+7,500
New +$460K 0.08% 466
2017
Q4 		– Sell
-12,365
Closed -$704K – 1230
2017
Q3 		$704K Buy
+12,365
New +$738K 0.11% 303
2017
Q1 		– Sell
-15,712
Closed -$893K – 1170
2016
Q4 		$893K Buy
+15,712
New +$884K 0.24% 63
2016
Q1 		– Sell
-9,401
Closed -$510K – 1096
2015
Q4 		$510K Buy
+9,401
New +$512K 0.15% 214
2015
Q2 		– Sell
-3,959
Closed -$213K – 881
2015
Q1 		$213K Buy
+3,959
New +$218K 0.09% 504
2013
Q3 		– Sell
-11,507
Closed -$459K – 553
2013
Q2 		$459K Buy
+11,507
New +$473K 0.48% 26

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Dynamic Technology Lab's NWE Position: Q3 2025 in Review

Dynamic Technology Lab sold out of NorthWestern Energy (NWE) in Q3 2025, closing a stake of 17,798 shares — an estimated $913K sold.

Dynamic Technology Lab first reported a position in NWE in Q2 2013 and held it in 16 quarters. The position peaked at $1.05M in Q3 2021. 329 funds tracked by Wall St. Rank hold NWE as of Q3 2025.

  • Dynamic Technology Lab reported no remaining NorthWestern Energy position as of Q3 2025 after selling out during the quarter.
  • Dynamic Technology Lab sold 17,798 NorthWestern Energy shares in Q3 2025, an estimated $913K.
  • Dynamic Technology Lab first reported a position in NorthWestern Energy in Q2 2013 and held it in 16 quarters.
  • Dynamic Technology Lab's NorthWestern Energy position peaked at $1.05M in Q3 2021.
  • 329 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2025.

Based on Dynamic Technology Lab's 13F filing for Q3 2025, filed 13 Nov 2025.