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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
Q3 		$305K Buy
4,457
+476
+12% +$33.6K 0.01% 1025
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GAMMA Investing's NWE Position: Q3 2026 in Review

GAMMA Investing increased its NorthWestern Energy (NWE) stake by 12% in Q3 2026, buying an estimated $33.6K and bringing the position to 4,457 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #1025.

GAMMA Investing first reported a position in NWE in Q4 2023 and has held it in 12 quarters since. 6 funds tracked by Wall St. Rank hold NWE as of Q3 2026.

  • GAMMA Investing held 4,457 shares of NorthWestern Energy worth $305K as of Q3 2026.
  • GAMMA Investing bought 476 NorthWestern Energy shares in Q3 2026, an estimated $33.6K.
  • NorthWestern Energy made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1025 holding.
  • GAMMA Investing first reported a position in NorthWestern Energy in Q4 2023 and has held it in 12 quarters since.
  • 6 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.