Empirical Wealth Management’s NorthWestern Energy NWE Stock Holding History

Empirical Wealth 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	$361K	Buy	+5,047	New	+$358K	0.01%	809

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

Empirical Wealth Management's NWE Position: Q2 2026 in Review

Empirical Wealth Management opened a new position in NorthWestern Energy (NWE) in Q2 2026: 5,047 shares worth $361K. The stake represents 0.01% of the portfolio and ranks #809 among its holdings.

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

Empirical Wealth Management held 5,047 shares of NorthWestern Energy worth $361K as of Q2 2026.
NorthWestern Energy was a new Empirical Wealth Management position in Q2 2026.
NorthWestern Energy made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #809 holding.
376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.