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Guerra Advisors’s NorthWestern Energy NWE Stock Holding History

Guerra Advisors’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
Q3 		$889 Buy
+15
New +$828 ﹤0.01% 683

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Guerra Advisors's NWE Position: Q3 2025 in Review

Guerra Advisors opened a new position in NorthWestern Energy (NWE) in Q3 2025: 15 shares worth $889. The stake represents ﹤0.01% of the portfolio and ranks #683 among its holdings.

329 funds tracked by Wall St. Rank hold NWE as of Q3 2025.

  • Guerra Advisors held 15 shares of NorthWestern Energy worth $889 as of Q3 2025.
  • NorthWestern Energy was a new Guerra Advisors position in Q3 2025.
  • NorthWestern Energy made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #683 holding.
  • 329 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.