Farmers & Merchants Investments Inc’s NorthWestern Energy NWE Stock Holding History

Farmers & Merchants Investments Inc’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	$3.94K	Hold	55	–	–	﹤0.01%	1085
2026 Q1	$3.63K	Hold	55	–	–	﹤0.01%	1074
2025 Q4	$3.55K	Hold	55	–	–	﹤0.01%	1070
2025 Q3	$3.22K	Buy	55 +4	+8%	+$221	﹤0.01%	1104
2025 Q2	$2.62K	Buy	51 +5	+11%	+$276	﹤0.01%	1142
2025 Q1	$2.66K	Buy	46 +21	+84%	+$1.14K	﹤0.01%	1114
2024 Q4	$1.34K	Hold	25	–	–	﹤0.01%	1368
2024 Q3	$1.43K	Hold	25	–	–	﹤0.01%	1348
2024 Q2	$1.25K	Hold	25	–	–	﹤0.01%	1373
2024 Q1	$1.27K	Hold	25	–	–	﹤0.01%	1341
2023 Q4	$1.27K	Sell	25 -200	-89%	-$9.98K	﹤0.01%	1345
2023 Q3	$10.8K	Buy	225 +200	+800%	+$10.7K	﹤0.01%	606
2023 Q2	$1.42K	Hold	25	–	–	﹤0.01%	1249
2023 Q1	$1.45K	Hold	25	–	–	﹤0.01%	1219
2022 Q4	$1.48K	Hold	25	–	–	﹤0.01%	1210
2022 Q3	$1K	Buy	+25	New	+$1.37K	﹤0.01%	1370

Other funds holding NWE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Farmers & Merchants Investments Inc's NWE Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its NorthWestern Energy (NWE) position steady in Q2 2026 at 55 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Farmers & Merchants Investments Inc first reported a position in NWE in Q3 2022 and has held it in 16 quarters since. The position peaked at $10.8K in Q3 2023. 159 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Farmers & Merchants Investments Inc held 55 shares of NorthWestern Energy worth $3.94K as of Q2 2026.
Farmers & Merchants Investments Inc left its NorthWestern Energy share count unchanged in Q2 2026.
NorthWestern Energy made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1085 holding.
Farmers & Merchants Investments Inc first reported a position in NorthWestern Energy in Q3 2022 and has held it in 16 quarters since.
Farmers & Merchants Investments Inc's NorthWestern Energy position peaked at $10.8K in Q3 2023.
159 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.