Envestnet Asset Management’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.14M | Buy |
57,806
+1,854
| +3% | +$131K | ﹤0.01% | 2601 |
|
|
2026
Q1 | $3.69M | Buy |
55,952
+9,652
| +21% | +$654K | ﹤0.01% | 2560 |
|
|
2025
Q4 | $2.99M | Sell |
46,300
-10,045
| -18% | -$636K | ﹤0.01% | 2535 |
|
|
2025
Q3 | $3.3M | Buy |
56,345
+967
| +2% | +$53.4K | ﹤0.01% | 2539 |
|
|
2025
Q2 | $2.84M | Buy |
55,378
+622
| +1% | +$34.4K | ﹤0.01% | 2577 |
|
|
2025
Q1 | $3.17M | Sell |
54,756
-78,352
| -59% | -$4.26M | ﹤0.01% | 2432 |
|
|
2024
Q4 | $7.12M | Buy |
133,108
+5,650
| +4% | +$307K | ﹤0.01% | 1869 |
|
|
2024
Q3 | $7.29M | Buy |
127,458
+1,537
| +1% | +$82.1K | ﹤0.01% | 1858 |
|
|
2024
Q2 | $6.31M | Sell |
125,921
-6,964
| -5% | -$352K | ﹤0.01% | 1860 |
|
|
2024
Q1 | $6.77M | Buy |
132,885
+10,206
| +8% | +$498K | ﹤0.01% | 1772 |
|
|
2023
Q4 | $6.24M | Buy |
122,679
+27,316
| +29% | +$1.36M | ﹤0.01% | 1745 |
|
|
2023
Q3 | $4.58M | Sell |
95,363
-7,559
| -7% | -$403K | ﹤0.01% | 1858 |
|
|
2023
Q2 | $5.84M | Buy |
102,922
+14,883
| +17% | +$870K | ﹤0.01% | 1620 |
|
|
2023
Q1 | $5.09M | Buy |
88,039
+12,713
| +17% | +$726K | ﹤0.01% | 1655 |
|
|
2022
Q4 | $4.47M | Buy |
75,326
+15,269
| +25% | +$833K | ﹤0.01% | 1667 |
|
|
2022
Q3 | $2.96M | Buy |
60,057
+7,302
| +14% | +$401K | ﹤0.01% | 1837 |
|
|
2022
Q2 | $3.11M | Buy |
52,755
+9,873
| +23% | +$588K | ﹤0.01% | 1818 |
|
|
2022
Q1 | $2.59M | Buy |
42,882
+9,097
| +27% | +$532K | ﹤0.01% | 2047 |
|
|
2021
Q4 | $1.93M | Sell |
33,785
-815
| -2% | -$46.3K | ﹤0.01% | 2208 |
|
|
2021
Q3 | $1.98M | Buy |
34,600
+12,545
| +57% | +$779K | ﹤0.01% | 2091 |
|
|
2021
Q2 | $1.33M | Buy |
22,055
+1,505
| +7% | +$98K | ﹤0.01% | 2343 |
|
|
2021
Q1 | $1.34M | Sell |
20,550
-873
| -4% | -$51.6K | ﹤0.01% | 2197 |
|
|
2020
Q4 | $1.25M | Sell |
21,423
-2,529
| -11% | -$141K | ﹤0.01% | 2064 |
|
|
2020
Q3 | $1.17M | Buy |
23,952
+1,418
| +6% | +$75.3K | ﹤0.01% | 1927 |
|
|
2020
Q2 | $1.23M | Sell |
22,534
-1
| -0% | -$58 | ﹤0.01% | 1850 |
|
|
2020
Q1 | $1.35M | Buy |
22,535
+1,345
| +6% | +$95.9K | ﹤0.01% | 1639 |
|
|
2019
Q4 | $1.52M | Buy |
21,190
+566
| +3% | +$40.8K | ﹤0.01% | 1770 |
|
|
2019
Q3 | $1.55M | Buy |
20,624
+2,788
| +16% | +$201K | ﹤0.01% | 1694 |
|
|
2019
Q2 | $1.29M | Sell |
17,836
-5,837
| -25% | -$415K | ﹤0.01% | 1789 |
|
|
2019
Q1 | $1.67M | Buy |
23,673
+8,650
| +58% | +$568K | ﹤0.01% | 1569 |
|
|
2018
Q4 | $893K | Buy |
+15,023
| New | +$922K | ﹤0.01% | 1814 |
|
|
2018
Q3 | – | Sell |
-340
| Closed | -$19K | – | 2153 |
|
|
2018
Q2 | $19K | Buy |
340
+282
| +486% | +$15.3K | ﹤0.01% | 2434 |
|
|
2018
Q1 | $3K | Sell |
58
-534
| -90% | -$28.3K | ﹤0.01% | 2662 |
|
|
2017
Q4 | $36K | Hold |
592
| – | – | ﹤0.01% | 2403 |
|
|
2017
Q3 | $34K | Sell |
592
-3,222
| -84% | -$192K | ﹤0.01% | 2380 |
|
|
2017
Q2 | $233K | Sell |
3,814
-142
| -4% | -$8.66K | ﹤0.01% | 1814 |
|
|
2017
Q1 | $232K | Buy |
3,956
+88
| +2% | +$5.05K | ﹤0.01% | 1856 |
|
|
2016
Q4 | $222K | Buy |
3,868
+29
| +0.8% | +$1.63K | ﹤0.01% | 1844 |
|
|
2016
Q3 | $221K | Buy |
3,839
+85
| +2% | +$5.07K | ﹤0.01% | 1979 |
|
|
2016
Q2 | $237K | Sell |
3,754
-184
| -5% | -$10.9K | ﹤0.01% | 2000 |
|
|
2016
Q1 | $243K | Buy |
3,938
+1,416
| +56% | +$81.6K | ﹤0.01% | 1962 |
|
|
2015
Q4 | $137K | Buy |
2,522
+431
| +21% | +$23.5K | ﹤0.01% | 2233 |
|
|
2015
Q3 | $113K | Buy |
+2,091
| New | +$109K | ﹤0.01% | 2289 |
|
|
2015
Q2 | – | Sell |
-3,865
| Closed | -$208K | – | 2244 |
|
|
2015
Q1 | $208K | Buy |
3,865
+2,544
| +193% | +$140K | ﹤0.01% | 1944 |
|
|
2014
Q4 | $75K | Buy |
1,321
+23
| +2% | +$1.2K | ﹤0.01% | 1260 |
|
|
2014
Q3 | $59K | Buy |
1,298
+238
| +22% | +$11.4K | ﹤0.01% | 1467 |
|
|
2014
Q2 | $55K | Buy |
1,060
+489
| +86% | +$23.5K | ﹤0.01% | 1398 |
|
|
2014
Q1 | $27K | Buy |
571
+57
| +11% | +$2.57K | ﹤0.01% | 1570 |
|
|
2013
Q4 | $22K | Sell |
514
-66
| -11% | -$2.94K | ﹤0.01% | 1480 |
|
|
2013
Q3 | $26K | Sell |
580
-86
| -13% | -$3.6K | ﹤0.01% | 1395 |
|
|
2013
Q2 | $27K | Buy |
+666
| New | +$27.4K | ﹤0.01% | 1343 |
|
Other funds holding NWE
SFM
Envestnet Asset Management's NWE Position: Q2 2026 in Review
Envestnet Asset Management increased its NorthWestern Energy (NWE) stake by 3.3% in Q2 2026, buying an estimated $131K and bringing the position to 57,806 shares worth $4.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2601.
Envestnet Asset Management first reported a position in NWE in Q2 2013 and has held it in 51 quarters since. The position peaked at $7.29M in Q3 2024. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.
- Envestnet Asset Management held 57,806 shares of NorthWestern Energy worth $4.14M as of Q2 2026.
- Envestnet Asset Management bought 1,854 NorthWestern Energy shares in Q2 2026, an estimated $131K.
- NorthWestern Energy made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2601 holding.
- Envestnet Asset Management first reported a position in NorthWestern Energy in Q2 2013 and has held it in 51 quarters since.
- Envestnet Asset Management's NorthWestern Energy position peaked at $7.29M in Q3 2024.
- 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.