Focus Partners Wealth
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Focus Partners Wealth’s NorthWestern Energy NWE Stock Holding History

Focus Partners Wealth’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 		$234K Sell
2,572
-2,939
-53% -$199K ﹤0.01% 2322
2025
Q4 		$350K Buy
+5,511
New +$349K ﹤0.01% 2141

Other funds holding NWE

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Focus Partners Wealth's NWE Position: Q1 2026 in Review

Focus Partners Wealth reduced its NorthWestern Energy (NWE) stake by 53% in Q1 2026, selling an estimated $199K and leaving 2,572 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #2322.

Focus Partners Wealth first reported a position in NWE in Q4 2025 and has held it in 2 quarters since. The position peaked at $350K in Q4 2025. 370 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

  • Focus Partners Wealth held 2,572 shares of NorthWestern Energy worth $234K as of Q1 2026.
  • Focus Partners Wealth sold 2,939 NorthWestern Energy shares in Q1 2026, an estimated $199K.
  • NorthWestern Energy made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2322 holding.
  • Focus Partners Wealth first reported a position in NorthWestern Energy in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's NorthWestern Energy position peaked at $350K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.