Focus Partners Advisor Solutions’s NorthWestern Energy NWE Stock Holding History

Focus Partners Advisor Solutions’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	$280K	Buy	+4,090	New	+$288K	﹤0.01%	1129

Other funds holding NWE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Focus Partners Advisor Solutions's NWE Position: Q3 2026 in Review

Focus Partners Advisor Solutions opened a new position in NorthWestern Energy (NWE) in Q3 2026: 4,090 shares worth $280K. The stake represents ﹤0.01% of the portfolio and ranks #1129 among its holdings.

190 funds tracked by Wall St. Rank hold NWE as of Q3 2026.

Focus Partners Advisor Solutions held 4,090 shares of NorthWestern Energy worth $280K as of Q3 2026.
NorthWestern Energy was a new Focus Partners Advisor Solutions position in Q3 2026.
NorthWestern Energy made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q3 2026, its #1129 holding.
190 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2026, filed 10 Nov 2026.