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Ground Swell Capital’s NorthWestern Energy NWE Stock Holding History

Ground Swell Capital’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
-4,279
Closed -$248K – 227
2025
Q1 		$248K Buy
+4,279
New +$233K 0.53% 80
2014
Q3 		$19K Sell
419
-331
-44% -$15.9K 0.04% 551
2014
Q2 		$39K Buy
+750
New +$36K 0.08% 206

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ground Swell Capital's NWE Position: Q2 2025 in Review

Ground Swell Capital sold out of NorthWestern Energy (NWE) in Q2 2025, closing a stake of 4,279 shares — an estimated $248K sold.

Ground Swell Capital first reported a position in NWE in Q2 2014 and held it in 3 quarters. The position peaked at $248K in Q1 2025. 335 funds tracked by Wall St. Rank hold NWE as of Q2 2025.

  • Ground Swell Capital reported no remaining NorthWestern Energy position as of Q2 2025 after selling out during the quarter.
  • Ground Swell Capital sold 4,279 NorthWestern Energy shares in Q2 2025, an estimated $248K.
  • Ground Swell Capital first reported a position in NorthWestern Energy in Q2 2014 and held it in 3 quarters.
  • Ground Swell Capital's NorthWestern Energy position peaked at $248K in Q1 2025.
  • 335 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2025.

Based on Ground Swell Capital's 13F filing for Q2 2025, filed 31 Jul 2025.