GI
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GAMMA Investing’s NorthWestern Energy NWE Stock Holding History

GAMMA Investing’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 		$285K Buy
3,981
+182
+5% +$12.9K 0.01% 1014
2026
Q1 		$251K Buy
3,799
+271
+8% +$18.3K 0.01% 961
2025
Q4 		$228K Buy
3,528
+757
+27% +$47.9K 0.01% 946
2025
Q3 		$162K Buy
2,771
+350
+14% +$19.3K 0.01% 1133
2025
Q2 		$124K Buy
2,421
+124
+5% +$6.85K 0.01% 1264
2025
Q1 		$133K Buy
2,297
+498
+28% +$27.1K 0.01% 1030
2024
Q4 		$96.2K Sell
1,799
-80
-4% -$4.35K 0.01% 1139
2024
Q3 		$108K Buy
1,879
+740
+65% +$39.5K 0.01% 951
2024
Q2 		$57K Buy
1,139
+670
+143% +$33.9K 0.01% 1101
2024
Q1 		$23.9K Sell
469
-323
-41% -$15.8K ﹤0.01% 1516
2023
Q4 		$38.1K Buy
+792
New +$39.5K 0.01% 1065

Other funds holding NWE

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
HIMS
Hager Investment Management Services New London, New Hampshire $217M AUM 56.89% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

GAMMA Investing's NWE Position: Q2 2026 in Review

GAMMA Investing increased its NorthWestern Energy (NWE) stake by 4.8% in Q2 2026, buying an estimated $12.9K and bringing the position to 3,981 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #1014.

GAMMA Investing first reported a position in NWE in Q4 2023 and has held it in 11 quarters since. 46 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • GAMMA Investing held 3,981 shares of NorthWestern Energy worth $285K as of Q2 2026.
  • GAMMA Investing bought 182 NorthWestern Energy shares in Q2 2026, an estimated $12.9K.
  • NorthWestern Energy made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1014 holding.
  • GAMMA Investing first reported a position in NorthWestern Energy in Q4 2023 and has held it in 11 quarters since.
  • 46 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.