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Essential Partners’s NorthWestern Energy NWE Stock Holding History

Essential Partners’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 		$10.2K Sell
142
-1,460
-91% -$103K ﹤0.01% 1208
2026
Q1 		$106K Buy
1,602
+8
+0.5% +$542 0.04% 414
2025
Q4 		$103K Buy
1,594
+352
+28% +$22.3K 0.03% 440
2025
Q3 		$72.8K Buy
1,242
+1,123
+944% +$62K 0.02% 505
2025
Q2 		$6.11K Buy
+119
New +$6.58K ﹤0.01% 1000

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
American Century Companies
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

Essential Partners's NWE Position: Q2 2026 in Review

Essential Partners reduced its NorthWestern Energy (NWE) stake by 91% in Q2 2026, selling an estimated $103K and leaving 142 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Essential Partners first reported a position in NWE in Q2 2025 and has held it in 5 quarters since. The position peaked at $106K in Q1 2026. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Essential Partners held 142 shares of NorthWestern Energy worth $10.2K as of Q2 2026.
  • Essential Partners sold 1,460 NorthWestern Energy shares in Q2 2026, an estimated $103K.
  • NorthWestern Energy made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1208 holding.
  • Essential Partners first reported a position in NorthWestern Energy in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's NorthWestern Energy position peaked at $106K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.