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Fortitude Family Office’s NorthWestern Energy NWE Stock Holding History

Fortitude Family Office’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 		$4.23K Buy
59
+3
+5% +$213 ﹤0.01% 1165
2026
Q1 		$3.69K Buy
56
+28
+100% +$1.9K ﹤0.01% 1031
2025
Q4 		$1.81K Hold
28
– – ﹤0.01% 1220
2025
Q3 		$1.64K Buy
28
+10
+56% +$552 ﹤0.01% 1336
2025
Q2 		$923 Sell
18
-39
-68% -$2.15K ﹤0.01% 1553
2025
Q1 		$3.3K Hold
57
– – ﹤0.01% 831
2024
Q4 		$3.05K Buy
+57
New +$3.1K ﹤0.01% 958
2024
Q1 		– Sell
-80
Closed -$4.07K – 1051
2023
Q4 		$4.07K Buy
+80
New +$3.99K ﹤0.01% 757

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 $3.37T AUM 44.26% 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

Fortitude Family Office's NWE Position: Q2 2026 in Review

Fortitude Family Office increased its NorthWestern Energy (NWE) stake by 5.4% in Q2 2026, buying an estimated $213 and bringing the position to 59 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Fortitude Family Office first reported a position in NWE in Q4 2023 and has held it in 8 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Fortitude Family Office held 59 shares of NorthWestern Energy worth $4.23K as of Q2 2026.
  • Fortitude Family Office bought 3 NorthWestern Energy shares in Q2 2026, an estimated $213.
  • NorthWestern Energy made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1165 holding.
  • Fortitude Family Office first reported a position in NorthWestern Energy in Q4 2023 and has held it in 8 quarters since.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.