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Farther Finance Advisors’s NorthWestern Energy NWE Stock Holding History

Farther Finance 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
Q3 		$180K Buy
2,635
+199
+8% +$14K ﹤0.01% 2386
2026
Q2 		$175K Buy
2,436
+808
+50% +$57.3K ﹤0.01% 2348
2026
Q1 		$108K Buy
1,628
+52
+3% +$3.52K ﹤0.01% 2454
2025
Q4 		$102K Buy
1,576
+594
+60% +$37.6K ﹤0.01% 2337
2025
Q3 		$57.6K Buy
982
+483
+97% +$26.7K ﹤0.01% 2363
2025
Q2 		$25.6K Sell
499
-346
-41% -$19.1K ﹤0.01% 2530
2025
Q1 		$49.4K Buy
845
+514
+155% +$27.9K ﹤0.01% 1905
2024
Q4 		$17.7K Hold
331
– – ﹤0.01% 2137
2024
Q3 		$18.9K Buy
331
+259
+360% +$13.8K ﹤0.01% 2110
2024
Q2 		$3.54K Buy
72
+43
+148% +$2.17K ﹤0.01% 2548
2024
Q1 		$1.47K Buy
29
+15
+107% +$732 ﹤0.01% 2619
2023
Q4 		$712 Sell
14
-13
-48% -$649 ﹤0.01% 2851
2023
Q3 		$1.3K Hold
27
– – ﹤0.01% 2002
2023
Q2 		$1.53K Hold
27
– – ﹤0.01% 1851
2023
Q1 		$1.56K Sell
27
-15
-36% -$856 ﹤0.01% 1724
2022
Q4 		$2.49K Buy
+42
New +$2.29K ﹤0.01% 1379

Other funds holding NWE

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's NWE Position: Q3 2026 in Review

Farther Finance Advisors increased its NorthWestern Energy (NWE) stake by 8.2% in Q3 2026, buying an estimated $14K and bringing the position to 2,635 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

Farther Finance Advisors first reported a position in NWE in Q4 2022 and has held it in 16 quarters since. 6 funds tracked by Wall St. Rank hold NWE as of Q3 2026.

  • Farther Finance Advisors held 2,635 shares of NorthWestern Energy worth $180K as of Q3 2026.
  • Farther Finance Advisors bought 199 NorthWestern Energy shares in Q3 2026, an estimated $14K.
  • NorthWestern Energy made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2386 holding.
  • Farther Finance Advisors first reported a position in NorthWestern Energy in Q4 2022 and has held it in 16 quarters since.
  • 6 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.