Fiduciary Trust’s NorthWestern Energy NWE Stock Holding History

Fiduciary Trust’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	$343K	Sell	4,790 -10	-0.2%	-$709	﹤0.01%	711
2026 Q1	$317K	Hold	4,800	–	–	﹤0.01%	719
2025 Q4	$310K	Sell	4,800 -10	-0.2%	-$633	﹤0.01%	705
2025 Q3	$282K	Hold	4,810	–	–	﹤0.01%	727
2025 Q2	$247K	Buy	4,810 +5	+0.1%	+$276	﹤0.01%	738
2025 Q1	$278K	Buy	+4,805	New	+$261K	﹤0.01%	685

Other funds holding NWE

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Fiduciary Trust's NWE Position: Q2 2026 in Review

Fiduciary Trust reduced its NorthWestern Energy (NWE) stake by 0.21% in Q2 2026, selling an estimated $709 and leaving 4,790 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Fiduciary Trust first reported a position in NWE in Q1 2025 and has held it in 6 quarters since. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Fiduciary Trust held 4,790 shares of NorthWestern Energy worth $343K as of Q2 2026.
Fiduciary Trust sold 10 NorthWestern Energy shares in Q2 2026, an estimated $709.
NorthWestern Energy made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #711 holding.
Fiduciary Trust first reported a position in NorthWestern Energy in Q1 2025 and has held it in 6 quarters since.
376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.