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BFC Planning, Inc.’s NorthWestern Energy NWE Stock Holding History

BFC Planning, Inc.’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 		$21.5K Buy
+300
New +$21.3K ﹤0.01% 1977

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 $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.06% 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 $229B AUM 33.35% 1-Year Est. Return
Systematic Financial Management
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

BFC Planning, Inc.'s NWE Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in NorthWestern Energy (NWE) in Q2 2026: 300 shares worth $21.5K. The stake represents ﹤0.01% of the portfolio and ranks #1977 among its holdings.

378 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • BFC Planning, Inc. held 300 shares of NorthWestern Energy worth $21.5K as of Q2 2026.
  • NorthWestern Energy was a new BFC Planning, Inc. position in Q2 2026.
  • NorthWestern Energy made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1977 holding.
  • 378 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.