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
Q2 		– Sell
-2,572
Closed -$234K – 2907
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
American Century Companies
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

Focus Partners Wealth's NWE Position: Q2 2026 in Review

Focus Partners Wealth sold out of NorthWestern Energy (NWE) in Q2 2026, closing a stake of 2,572 shares — an estimated $234K sold.

Focus Partners Wealth first reported a position in NWE in Q4 2025 and held it in 2 quarters. The position peaked at $350K in Q4 2025. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Focus Partners Wealth reported no remaining NorthWestern Energy position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 2,572 NorthWestern Energy shares in Q2 2026, an estimated $234K.
  • Focus Partners Wealth first reported a position in NorthWestern Energy in Q4 2025 and held it in 2 quarters.
  • Focus Partners Wealth's NorthWestern Energy position peaked at $350K in Q4 2025.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.