Grantham, Mayo, Van Otterloo & Co (GMO)’s NorthWestern Energy NWE Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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	$44.6M	Buy	623,112 +77,079	+14%	+$5.46M	0.1%	84
2026 Q1	$36M	Buy	546,033 +62,742	+13%	+$4.25M	0.09%	100
2025 Q4	$31.2M	Buy	483,291 +424,593	+723%	+$26.9M	0.08%	111
2025 Q3	$3.44M	Buy	+58,698	New	+$3.24M	0.01%	326
2019 Q4	–	Sell	-36,400	Closed	-$2.73M	–	741
2019 Q3	$2.73M	Sell	36,400 -33,800	-48%	-$2.44M	0.02%	377
2019 Q2	$5.07M	Buy	+70,200	New	+$4.99M	0.04%	293

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s NWE Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its NorthWestern Energy (NWE) stake by 14% in Q2 2026, buying an estimated $5.46M and bringing the position to 623,112 shares worth $44.6M. The position accounts for 0.1% of the portfolio, ranked #84.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in NWE in Q2 2019 and has held it in 6 quarters since. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Grantham, Mayo, Van Otterloo & Co (GMO) held 623,112 shares of NorthWestern Energy worth $44.6M as of Q2 2026.
Grantham, Mayo, Van Otterloo & Co (GMO) bought 77,079 NorthWestern Energy shares in Q2 2026, an estimated $5.46M.
NorthWestern Energy made up 0.1% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #84 holding.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in NorthWestern Energy in Q2 2019 and has held it in 6 quarters since.
376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.