Empower Advisory Group’s NorthWestern Energy NWE Stock Holding History

Empower Advisory Group’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 Q2	–	Sell	-12,357	Closed	-$715K	–	517
2025 Q1	$715K	Sell	12,357 -269,272	-96%	-$14.6M	﹤0.01%	274
2024 Q4	$15.1M	Buy	281,629 +12,218	+5%	+$664K	0.05%	143
2024 Q3	$15.4M	Buy	269,411 +11,422	+4%	+$610K	0.05%	138
2024 Q2	$12.9M	Buy	257,989 +3,485	+1%	+$176K	0.05%	144
2024 Q1	$13M	Buy	254,504 +9,409	+4%	+$459K	0.05%	147
2023 Q4	$12.5M	Buy	245,095 +7,416	+3%	+$370K	0.05%	155
2023 Q3	$11.4M	Buy	237,679 +9,088	+4%	+$484K	0.05%	148
2023 Q2	$13M	Buy	228,591 +5,534	+2%	+$324K	0.06%	149
2023 Q1	$12.8M	Buy	+223,057	New	+$12.7M	0.06%	149

Other funds holding NWE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group's NWE Position: Q2 2025 in Review

Empower Advisory Group sold out of NorthWestern Energy (NWE) in Q2 2025, closing a stake of 12,357 shares — an estimated $715K sold.

Empower Advisory Group first reported a position in NWE in Q1 2023 and held it in 9 quarters. The position peaked at $15.4M in Q3 2024. 335 funds tracked by Wall St. Rank hold NWE as of Q2 2025.

Empower Advisory Group reported no remaining NorthWestern Energy position as of Q2 2025 after selling out during the quarter.
Empower Advisory Group sold 12,357 NorthWestern Energy shares in Q2 2025, an estimated $715K.
Empower Advisory Group first reported a position in NorthWestern Energy in Q1 2023 and held it in 9 quarters.
Empower Advisory Group's NorthWestern Energy position peaked at $15.4M in Q3 2024.
335 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2025.

Based on Empower Advisory Group's 13F filing for Q2 2025, filed 8 Aug 2025.