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GHP Investment Advisors’s NorthWestern Energy NWE Stock Holding History

GHP Investment Advisors’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 		$16K Hold
223
– – ﹤0.01% 746
2026
Q1 		$14.7K Hold
223
– – ﹤0.01% 747
2025
Q4 		$14.4K Hold
223
– – ﹤0.01% 691
2025
Q3 		$13.1K Hold
223
– – ﹤0.01% 682
2025
Q2 		$11.4K Hold
223
– – ﹤0.01% 697
2025
Q1 		$12.9K Hold
223
– – ﹤0.01% 662
2024
Q4 		$11.9K Hold
223
– – ﹤0.01% 678
2024
Q3 		$12.8K Buy
+223
New +$11.9K ﹤0.01% 682

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

GHP Investment Advisors's NWE Position: Q2 2026 in Review

GHP Investment Advisors held its NorthWestern Energy (NWE) position steady in Q2 2026 at 223 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

GHP Investment Advisors first reported a position in NWE in Q3 2024 and has held it in 8 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • GHP Investment Advisors held 223 shares of NorthWestern Energy worth $16K as of Q2 2026.
  • GHP Investment Advisors left its NorthWestern Energy share count unchanged in Q2 2026.
  • NorthWestern Energy made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #746 holding.
  • GHP Investment Advisors first reported a position in NorthWestern Energy in Q3 2024 and has held it in 8 quarters since.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.