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Foundry Partners’s NorthWestern Energy NWE Stock Holding History

Foundry Partners’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
2025
Q1 		$618K Buy
10,673
+1,088
+11% +$59.2K 0.03% 224
2024
Q4 		$512K Sell
9,585
-416
-4% -$22.6K 0.03% 239
2024
Q3 		$572K Buy
10,001
+2
+0% +$107 0.03% 242
2024
Q2 		$501K Buy
9,999
+2,885
+41% +$146K 0.03% 243
2024
Q1 		$362K Sell
7,114
-1,471
-17% -$71.8K 0.02% 242
2023
Q4 		$437K Buy
8,585
+3,245
+61% +$162K 0.03% 238
2023
Q3 		$257K Hold
5,340
– – 0.02% 271
2023
Q2 		$303K Buy
5,340
+1,395
+35% +$81.6K 0.02% 282
2023
Q1 		$228K Hold
3,945
– – 0.01% 302
2022
Q4 		$234K Buy
+3,945
New +$215K 0.01% 292
2021
Q1 		– Sell
-76,192
Closed -$4.44M – 444
2020
Q4 		$4.44M Sell
76,192
-1,386
-2% -$77.1K 0.17% 171
2020
Q3 		$3.77M Buy
+77,578
New +$4.12M 0.18% 160

Other funds holding NWE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Foundry Partners's NWE Position: Q1 2025 in Review

Foundry Partners increased its NorthWestern Energy (NWE) stake by 11% in Q1 2025, buying an estimated $59.2K and bringing the position to 10,673 shares worth $618K. The position accounts for 0.03% of the portfolio, ranked #224.

Foundry Partners first reported a position in NWE in Q3 2020 and has held it in 12 quarters since. The position peaked at $4.44M in Q4 2020. 344 funds tracked by Wall St. Rank hold NWE as of Q1 2025.

  • Foundry Partners held 10,673 shares of NorthWestern Energy worth $618K as of Q1 2025.
  • Foundry Partners bought 1,088 NorthWestern Energy shares in Q1 2025, an estimated $59.2K.
  • NorthWestern Energy made up 0.03% of Foundry Partners's portfolio in Q1 2025, its #224 holding.
  • Foundry Partners first reported a position in NorthWestern Energy in Q3 2020 and has held it in 12 quarters since.
  • Foundry Partners's NorthWestern Energy position peaked at $4.44M in Q4 2020.
  • 344 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.