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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fiduciary Trust's NWE Position: Q1 2026 in Review

Fiduciary Trust held its NorthWestern Energy (NWE) position steady in Q1 2026 at 4,800 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Fiduciary Trust first reported a position in NWE in Q1 2025 and has held it in 5 quarters since. 370 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

Fiduciary Trust held 4,800 shares of NorthWestern Energy worth $317K as of Q1 2026.
Fiduciary Trust left its NorthWestern Energy share count unchanged in Q1 2026.
NorthWestern Energy made up ﹤0.01% of Fiduciary Trust's portfolio in Q1 2026, its #719 holding.
Fiduciary Trust first reported a position in NorthWestern Energy in Q1 2025 and has held it in 5 quarters since.
370 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.