Graham Capital Management’s NorthWestern Energy NWE Stock Holding History

Graham Capital 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	$1.35M	Sell	18,904 -7,417	-28%	-$526K	0.02%	406
2026 Q1	$1.74M	Buy	+26,321	New	+$1.78M	0.04%	317
2025 Q3	–	Sell	-13,239	Closed	-$679K	–	1527
2025 Q2	$679K	Buy	+13,239	New	+$732K	0.01%	703
2023 Q1	–	Sell	-12,093	Closed	-$718K	–	1251
2022 Q4	$718K	Sell	12,093 -30,218	-71%	-$1.65M	0.02%	652
2022 Q3	$2.08M	Buy	+42,311	New	+$2.32M	0.08%	214

Other funds holding NWE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Graham Capital Management's NWE Position: Q2 2026 in Review

Graham Capital Management reduced its NorthWestern Energy (NWE) stake by 28% in Q2 2026, selling an estimated $526K and leaving 18,904 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #406.

Graham Capital Management first reported a position in NWE in Q3 2022 and has held it in 5 quarters since. The position peaked at $2.08M in Q3 2022. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Graham Capital Management held 18,904 shares of NorthWestern Energy worth $1.35M as of Q2 2026.
Graham Capital Management sold 7,417 NorthWestern Energy shares in Q2 2026, an estimated $526K.
NorthWestern Energy made up 0.02% of Graham Capital Management's portfolio in Q2 2026, its #406 holding.
Graham Capital Management first reported a position in NorthWestern Energy in Q3 2022 and has held it in 5 quarters since.
Graham Capital Management's NorthWestern Energy position peaked at $2.08M in Q3 2022.
375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Graham Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.