EWA
NWE icon

EP Wealth Advisors’s NorthWestern Energy NWE Stock Holding History

EP Wealth Advisors’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
Q1 		– Sell
-3,802
Closed -$203K – 1347
2024
Q4 		$203K Buy
+3,802
New +$207K ﹤0.01% 1077

Other funds holding NWE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EP Wealth Advisors's NWE Position: Q1 2025 in Review

EP Wealth Advisors sold out of NorthWestern Energy (NWE) in Q1 2025, closing a stake of 3,802 shares — an estimated $203K sold.

EP Wealth Advisors first reported a position in NWE in Q4 2024 and held it in 1 quarter. The position peaked at $203K in Q4 2024. 344 funds tracked by Wall St. Rank hold NWE as of Q1 2025.

  • EP Wealth Advisors reported no remaining NorthWestern Energy position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 3,802 NorthWestern Energy shares in Q1 2025, an estimated $203K.
  • EP Wealth Advisors first reported a position in NorthWestern Energy in Q4 2024 and held it in 1 quarter.
  • EP Wealth Advisors's NorthWestern Energy position peaked at $203K in Q4 2024.
  • 344 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.