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Exit Wealth Advisors’s NorthWestern Energy NWE Stock Holding History

Exit 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
2026
Q2 		– Sell
-7,325
Closed -$483K – 168
2026
Q1 		$483K Buy
+7,325
New +$496K 0.25% 73

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

Exit Wealth Advisors's NWE Position: Q2 2026 in Review

Exit Wealth Advisors sold out of NorthWestern Energy (NWE) in Q2 2026, closing a stake of 7,325 shares — an estimated $483K sold.

Exit Wealth Advisors first reported a position in NWE in Q1 2026 and held it in 1 quarter. The position peaked at $483K in Q1 2026. 374 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Exit Wealth Advisors reported no remaining NorthWestern Energy position as of Q2 2026 after selling out during the quarter.
  • Exit Wealth Advisors sold 7,325 NorthWestern Energy shares in Q2 2026, an estimated $483K.
  • Exit Wealth Advisors first reported a position in NorthWestern Energy in Q1 2026 and held it in 1 quarter.
  • Exit Wealth Advisors's NorthWestern Energy position peaked at $483K in Q1 2026.
  • 374 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.