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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
Q2 		$528K Hold
7,369
– – 0.03% 402
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
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 $3.37T AUM 44.26% 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

Everence Capital Management's NWE Position: Q2 2026 in Review

Everence Capital Management held its NorthWestern Energy (NWE) position steady in Q2 2026 at 7,369 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #402.

Everence Capital Management first reported a position in NWE in Q4 2024 and has held it in 6 quarters since. The position peaked at $539K in Q1 2025. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Everence Capital Management held 7,369 shares of NorthWestern Energy worth $528K as of Q2 2026.
  • Everence Capital Management left its NorthWestern Energy share count unchanged in Q2 2026.
  • NorthWestern Energy made up 0.03% of Everence Capital Management's portfolio in Q2 2026, its #402 holding.
  • Everence Capital Management first reported a position in NorthWestern Energy in Q4 2024 and has held it in 6 quarters since.
  • Everence Capital Management's NorthWestern Energy position peaked at $539K in Q1 2025.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.