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Harbour Investments’s NorthWestern Energy NWE Stock Holding History

Harbour Investments’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 		$369K Sell
5,151
-21
-0.4% -$1.49K 0.01% 1276
2026
Q1 		$341K Sell
5,172
-576
-10% -$39K 0.01% 1239
2025
Q4 		$371K Buy
+5,748
New +$364K 0.01% 985

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
American Century Companies
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

Harbour Investments's NWE Position: Q2 2026 in Review

Harbour Investments reduced its NorthWestern Energy (NWE) stake by 0.41% in Q2 2026, selling an estimated $1.49K and leaving 5,151 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #1276.

Harbour Investments first reported a position in NWE in Q4 2025 and has held it in 3 quarters since. The position peaked at $371K in Q4 2025. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Harbour Investments held 5,151 shares of NorthWestern Energy worth $369K as of Q2 2026.
  • Harbour Investments sold 21 NorthWestern Energy shares in Q2 2026, an estimated $1.49K.
  • NorthWestern Energy made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1276 holding.
  • Harbour Investments first reported a position in NorthWestern Energy in Q4 2025 and has held it in 3 quarters since.
  • Harbour Investments's NorthWestern Energy position peaked at $371K in Q4 2025.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.