Hager Investment Management Services’s NorthWestern Energy NWE Stock Holding History

Hager Investment Management Services’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	$1.48M	Buy	20,675 +1,458	+8%	+$103K	0.68%	47
2026 Q1	$1.27M	Buy	19,217 +3,699	+24%	+$250K	0.7%	45
2025 Q4	$1M	Buy	15,518 +1,986	+15%	+$126K	0.55%	51
2025 Q3	$793K	Buy	13,532 +1,782	+15%	+$98.3K	0.43%	55
2025 Q2	$603K	Buy	11,750 +2,475	+27%	+$137K	0.36%	59
2025 Q1	$537K	Buy	9,275 +3,200	+53%	+$174K	0.38%	56
2024 Q4	$325K	Buy	+6,075	New	+$330K	0.2%	73

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 $3.38T AUM 44.17% 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

Hager Investment Management Services's NWE Position: Q2 2026 in Review

Hager Investment Management Services increased its NorthWestern Energy (NWE) stake by 7.6% in Q2 2026, buying an estimated $103K and bringing the position to 20,675 shares worth $1.48M. The position accounts for 0.68% of the portfolio, ranked #47.

Hager Investment Management Services first reported a position in NWE in Q4 2024 and has held it in 7 quarters since. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Hager Investment Management Services held 20,675 shares of NorthWestern Energy worth $1.48M as of Q2 2026.
Hager Investment Management Services bought 1,458 NorthWestern Energy shares in Q2 2026, an estimated $103K.
NorthWestern Energy made up 0.68% of Hager Investment Management Services's portfolio in Q2 2026, its #47 holding.
Hager Investment Management Services first reported a position in NorthWestern Energy in Q4 2024 and has held it in 7 quarters since.
376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.