Franklin Resources
NWE icon

Franklin Resources’s NorthWestern Energy NWE Stock Holding History

Franklin Resources’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 		$113M Sell
1,581,525
-40,442
-2% -$2.87M 0.02% 432
2026
Q1 		$107M Buy
1,621,967
+185,217
+13% +$12.5M 0.03% 421
2025
Q4 		$92.7M Buy
1,436,750
+98,472
+7% +$6.23M 0.02% 453
2025
Q3 		$78.4M Buy
1,338,278
+4,261
+0.3% +$235K 0.02% 493
2025
Q2 		$68.4M Buy
1,334,017
+11,084
+0.8% +$613K 0.02% 526
2025
Q1 		$76.6M Sell
1,322,933
-279
-0% -$15.2K 0.02% 472
2024
Q4 		$70.7M Sell
1,323,212
-13,458
-1% -$732K 0.02% 504
2024
Q3 		$74.3M Sell
1,336,670
-4,615
-0.3% -$246K 0.02% 475
2024
Q2 		$67.2M Sell
1,341,285
-5,774
-0.4% -$292K 0.02% 479
2024
Q1 		$68.6M Sell
1,347,059
-7,420
-0.5% -$362K 0.02% 473
2023
Q4 		$68.9M Sell
1,354,479
-4,884
-0.4% -$244K 0.03% 414
2023
Q3 		$65.3M Sell
1,359,363
-723
-0.1% -$38.5K 0.03% 431
2023
Q2 		$77.2M Sell
1,360,086
-3,103
-0.2% -$181K 0.04% 416
2023
Q1 		$78.9M Buy
1,363,189
+10,563
+0.8% +$603K 0.04% 418
2022
Q4 		$80.3M Buy
1,352,626
+17,710
+1% +$966K 0.04% 413
2022
Q3 		$65.8M Buy
1,334,916
+54,165
+4% +$2.97M 0.04% 460
2022
Q2 		$75.5M Sell
1,280,751
-9,028
-0.7% -$538K 0.04% 451
2022
Q1 		$78M Buy
1,289,779
+5,226
+0.4% +$306K 0.03% 487
2021
Q4 		$73.4M Buy
1,284,553
+254,696
+25% +$14.5M 0.03% 537
2021
Q3 		$59M Buy
1,029,857
+27,462
+3% +$1.71M 0.02% 598
2021
Q2 		$60.4M Buy
1,002,395
+307
+0% +$20K 0.02% 587
2021
Q1 		$65.3M Buy
1,002,088
+175
+0% +$10.4K 0.03% 540
2020
Q4 		$58.4M Sell
1,001,913
-425
-0% -$23.6K 0.02% 546
2020
Q3 		$48.8M Buy
1,002,338
+699
+0.1% +$37.1K 0.02% 560
2020
Q2 		$55M Buy
1,001,639
+117
+0% +$6.78K 0.03% 510
2020
Q1 		$59.9M Buy
1,001,522
+299,779
+43% +$21.4M 0.04% 425
2019
Q4 		$50.3M Buy
701,743
+103,353
+17% +$7.45M 0.03% 540
2019
Q3 		$44.9M Buy
598,390
+111
+0% +$8.01K 0.02% 555
2019
Q2 		$43.2M Buy
598,279
+361
+0.1% +$25.6K 0.02% 584
2019
Q1 		$42.1M Buy
597,918
+530
+0.1% +$34.8K 0.02% 558
2018
Q4 		$35.5M Buy
597,388
+222
+0% +$13.6K 0.02% 560
2018
Q3 		$35M Buy
597,166
+61
+0% +$3.62K 0.02% 624
2018
Q2 		$34.2M Buy
597,105
+305
+0.1% +$16.5K 0.02% 631
2018
Q1 		$32.1M Hold
596,800
– – 0.02% 659
2017
Q4 		$35.6M Hold
596,800
– – 0.02% 628
2017
Q3 		$34M Hold
596,800
– – 0.02% 645
2017
Q2 		$36.4M Hold
596,800
– – 0.02% 623
2017
Q1 		$35M Hold
596,800
– – 0.02% 629
2016
Q4 		$33.9M Hold
596,800
– – 0.02% 642
2016
Q3 		$34.3M Sell
596,800
-320
-0.1% -$19.1K 0.02% 654
2016
Q2 		$37.7M Buy
597,120
+320
+0.1% +$18.9K 0.02% 614
2016
Q1 		$36.9M Hold
596,800
– – 0.02% 620
2015
Q4 		$32.4M Hold
596,800
– – 0.02% 695
2015
Q3 		$32.1M Sell
596,800
-9,310
-2% -$485K 0.02% 707
2015
Q2 		$29.5M Buy
606,110
+3,600
+0.6% +$186K 0.01% 785
2015
Q1 		$32.4M Buy
602,510
+840
+0.1% +$46.3K 0.01% 749
2014
Q4 		$34M Buy
+601,670
New +$31.4M 0.02% 731

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
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
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Franklin Resources's NWE Position: Q2 2026 in Review

Franklin Resources reduced its NorthWestern Energy (NWE) stake by 2.5% in Q2 2026, selling an estimated $2.87M and leaving 1,581,525 shares worth $113M. The position accounts for 0.02% of the portfolio, ranked #432.

Franklin Resources first reported a position in NWE in Q4 2014 and has held it in 47 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Franklin Resources held 1,581,525 shares of NorthWestern Energy worth $113M as of Q2 2026.
  • Franklin Resources sold 40,442 NorthWestern Energy shares in Q2 2026, an estimated $2.87M.
  • NorthWestern Energy made up 0.02% of Franklin Resources's portfolio in Q2 2026, its #432 holding.
  • Franklin Resources first reported a position in NorthWestern Energy in Q4 2014 and has held it in 47 quarters since.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.