Everence Capital Management’s NorthWestern Energy NWE Stock Holding History

Everence Capital 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 Q1	$486K	Buy	7,369 +2,848	+63%	+$193K	0.03%	382
2025 Q4	$292K	Hold	4,521	–	–	0.02%	601
2025 Q3	$265K	Buy	+4,521	New	+$250K	0.02%	658
2025 Q2	–	Sell	-9,320	Closed	-$539K	–	832
2025 Q1	$539K	Hold	9,320	–	–	0.04%	350
2024 Q4	$498K	Buy	+9,320	New	+$507K	0.03%	363

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Everence Capital Management's NWE Position: Q1 2026 in Review

Everence Capital Management increased its NorthWestern Energy (NWE) stake by 63% in Q1 2026, buying an estimated $193K and bringing the position to 7,369 shares worth $486K. The position accounts for 0.03% of the portfolio, ranked #382.

Everence Capital Management first reported a position in NWE in Q4 2024 and has held it in 5 quarters since. The position peaked at $539K in Q1 2025. 370 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

Everence Capital Management held 7,369 shares of NorthWestern Energy worth $486K as of Q1 2026.
Everence Capital Management bought 2,848 NorthWestern Energy shares in Q1 2026, an estimated $193K.
NorthWestern Energy made up 0.03% of Everence Capital Management's portfolio in Q1 2026, its #382 holding.
Everence Capital Management first reported a position in NorthWestern Energy in Q4 2024 and has held it in 5 quarters since.
Everence Capital Management's NorthWestern Energy position peaked at $539K in Q1 2025.
370 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.