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Global Financial Private Client’s NorthWestern Energy NWE Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-8
Closed -$463 – 1147
2025
Q1 		$463 Buy
8
+6
+300% +$326 ﹤0.01% 1306
2024
Q4 		$107 Buy
+2
New +$109 ﹤0.01% 1468

Other funds holding NWE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Financial Private Client's NWE Position: Q2 2025 in Review

Global Financial Private Client sold out of NorthWestern Energy (NWE) in Q2 2025, closing a stake of 8 shares — an estimated $463 sold.

Global Financial Private Client first reported a position in NWE in Q4 2024 and held it in 2 quarters. The position peaked at $463 in Q1 2025. 335 funds tracked by Wall St. Rank hold NWE as of Q2 2025.

  • Global Financial Private Client reported no remaining NorthWestern Energy position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 8 NorthWestern Energy shares in Q2 2025, an estimated $463.
  • Global Financial Private Client first reported a position in NorthWestern Energy in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's NorthWestern Energy position peaked at $463 in Q1 2025.
  • 335 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.