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GeoWealth Management’s NorthWestern Energy NWE Stock Holding History

GeoWealth Management’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 		$428K Buy
5,978
+450
+8% +$31.9K 0.01% 543
2026
Q1 		$364K Buy
+5,528
New +$374K 0.01% 548
2025
Q1 		– Sell
-128
Closed -$6.84K – 1556
2024
Q4 		$6.84K Sell
128
-8
-6% -$435 ﹤0.01% 1524
2024
Q3 		$7.78K Buy
+136
New +$7.26K ﹤0.01% 1398

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

GeoWealth Management's NWE Position: Q2 2026 in Review

GeoWealth Management increased its NorthWestern Energy (NWE) stake by 8.1% in Q2 2026, buying an estimated $31.9K and bringing the position to 5,978 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #543.

GeoWealth Management first reported a position in NWE in Q3 2024 and has held it in 4 quarters since. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • GeoWealth Management held 5,978 shares of NorthWestern Energy worth $428K as of Q2 2026.
  • GeoWealth Management bought 450 NorthWestern Energy shares in Q2 2026, an estimated $31.9K.
  • NorthWestern Energy made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #543 holding.
  • GeoWealth Management first reported a position in NorthWestern Energy in Q3 2024 and has held it in 4 quarters since.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.