Fidelity Investments’s NorthWestern Energy NWE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$61.7M Buy
861,126
+92,498
+12% +$6.56M ﹤0.01% 1431
2026
Q1
$50.7M Sell
768,628
-356,307
-32% -$24.1M ﹤0.01% 1436
2025
Q4
$72.6M Buy
1,124,935
+1,752
+0.2% +$111K ﹤0.01% 1299
2025
Q3
$65.8M Sell
1,123,183
-84,296
-7% -$4.65M ﹤0.01% 1340
2025
Q2
$61.9M Buy
1,207,479
+223,116
+23% +$12.3M ﹤0.01% 1310
2025
Q1
$57M Buy
984,363
+296,151
+43% +$16.1M ﹤0.01% 1308
2024
Q4
$36.8M Sell
688,212
-71,592
-9% -$3.89M ﹤0.01% 1506
2024
Q3
$43.5M Buy
759,804
+110,461
+17% +$5.9M ﹤0.01% 1436
2024
Q2
$32.5M Sell
649,343
-27,848
-4% -$1.41M ﹤0.01% 1483
2024
Q1
$34.5M Sell
677,191
-33,236
-5% -$1.62M ﹤0.01% 1469
2023
Q4
$36.2M Sell
710,427
-249,450
-26% -$12.5M ﹤0.01% 1417
2023
Q3
$46.1M Buy
959,877
+145,241
+18% +$7.74M ﹤0.01% 1271
2023
Q2
$46.2M Buy
814,636
+36,048
+5% +$2.11M ﹤0.01% 1306
2023
Q1
$45M Sell
778,588
-22,710
-3% -$1.3M ﹤0.01% 1301
2022
Q4
$47.5M Buy
801,298
+624,448
+353% +$34.1M ﹤0.01% 1273
2022
Q3
$8.72M Buy
176,850
+5,111
+3% +$281K ﹤0.01% 1962
2022
Q2
$10.1M Buy
171,739
+162,708
+1,802% +$9.69M ﹤0.01% 1961
2022
Q1
$546K Buy
9,031
+8,831
+4,416% +$517K ﹤0.01% 2961
2021
Q4
$11K Hold
200
﹤0.01% 3618
2021
Q3
$11K Sell
200
-24
-11% -$1.49K ﹤0.01% 3595
2021
Q2
$13K Buy
224
+25
+13% +$1.63K ﹤0.01% 3486
2021
Q1
$13K Sell
199
-166
-45% -$9.82K ﹤0.01% 3338
2020
Q4
$21K Buy
365
+125
+52% +$6.95K ﹤0.01% 3169
2020
Q3
$12K Buy
240
+81
+51% +$4.3K ﹤0.01% 3156
2020
Q2
$9K Sell
159
-121
-43% -$7.01K ﹤0.01% 3141
2020
Q1
$17K Buy
280
+40
+17% +$2.85K ﹤0.01% 2989
2019
Q4
$17K Buy
240
+16
+7% +$1.15K ﹤0.01% 3154
2019
Q3
$17K Sell
224
-74
-25% -$5.34K ﹤0.01% 3105
2019
Q2
$21K Sell
298
-68
-19% -$4.83K ﹤0.01% 3062
2019
Q1
$26K Sell
366
-15,204
-98% -$998K ﹤0.01% 2911
2018
Q4
$925K Sell
15,570
-14
-0.1% -$859 ﹤0.01% 2407
2018
Q3
$914K Buy
+15,584
New +$924K ﹤0.01% 2483

Other funds holding NWE

Fidelity Investments's NWE Position: Q2 2026 in Review

Fidelity Investments increased its NorthWestern Energy (NWE) stake by 12% in Q2 2026, buying an estimated $6.56M and bringing the position to 861,126 shares worth $61.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Fidelity Investments first reported a position in NWE in Q3 2018 and has held it in 32 quarters since. The position peaked at $72.6M in Q4 2025. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Fidelity Investments held 861,126 shares of NorthWestern Energy worth $61.7M as of Q2 2026.
  • Fidelity Investments bought 92,498 NorthWestern Energy shares in Q2 2026, an estimated $6.56M.
  • NorthWestern Energy made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #1431 holding.
  • Fidelity Investments first reported a position in NorthWestern Energy in Q3 2018 and has held it in 32 quarters since.
  • Fidelity Investments's NorthWestern Energy position peaked at $72.6M in Q4 2025.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.