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Global Retirement Partners’s NorthWestern Energy NWE Stock Holding History

Global Retirement Partners’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 		$250K Buy
+3,490
New +$247K ﹤0.01% 1442
2025
Q4 		$223K Buy
3,451
+1,796
+109% +$114K ﹤0.01% 1405
2025
Q3 		$97K Sell
1,655
-162
-9% -$8.94K ﹤0.01% 1531
2025
Q2 		$93.2K Buy
+1,817
New +$100K ﹤0.01% 1473
2024
Q4 		$90.6K Sell
1,695
-325
-16% -$17.7K ﹤0.01% 1326
2024
Q3 		$116K Buy
2,020
+3
+0.1% +$160 ﹤0.01% 1172
2024
Q2 		$101K Buy
2,017
+14
+0.7% +$707 ﹤0.01% 1194
2024
Q1 		$102K Sell
2,003
-16
-0.8% -$780 ﹤0.01% 1076
2023
Q4 		$97.3K Sell
2,019
-398
-16% -$19.9K ﹤0.01% 1063
2023
Q3 		$116K Buy
2,417
+61
+3% +$3.25K 0.01% 869
2023
Q2 		$134K Buy
2,356
+53
+2% +$3.1K 0.01% 835
2023
Q1 		$136K Buy
2,303
+2,088
+971% +$119K 0.01% 813
2022
Q4 		$12.8K Buy
215
+3
+1% +$164 ﹤0.01% 1685
2022
Q3 		$11K Buy
212
+123
+138% +$6.75K ﹤0.01% 1656
2022
Q2 		$5K Sell
89
-22
-20% -$1.31K ﹤0.01% 1901
2022
Q1 		$7K Buy
+111
New +$6.5K ﹤0.01% 1780

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

Global Retirement Partners's NWE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in NorthWestern Energy (NWE) in Q2 2026: 3,490 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #1442 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NWE as recently as Q4 2025.

Global Retirement Partners first reported a position in NWE in Q1 2022 and has held it in 16 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Global Retirement Partners held 3,490 shares of NorthWestern Energy worth $250K as of Q2 2026.
  • NorthWestern Energy was a new Global Retirement Partners position in Q2 2026.
  • NorthWestern Energy made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1442 holding.
  • Global Retirement Partners first reported a position in NorthWestern Energy in Q1 2022 and has held it in 16 quarters since.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.