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HB Wealth Management’s NorthWestern Energy NWE Stock Holding History

HB Wealth Management’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 		– Sell
-3,828
Closed -$252K – 1772
2026
Q1 		$252K Buy
+3,828
New +$259K ﹤0.01% 1319

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

HB Wealth Management's NWE Position: Q2 2026 in Review

HB Wealth Management sold out of NorthWestern Energy (NWE) in Q2 2026, closing a stake of 3,828 shares — an estimated $252K sold.

HB Wealth Management first reported a position in NWE in Q1 2026 and held it in 1 quarter. The position peaked at $252K in Q1 2026. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • HB Wealth Management reported no remaining NorthWestern Energy position as of Q2 2026 after selling out during the quarter.
  • HB Wealth Management sold 3,828 NorthWestern Energy shares in Q2 2026, an estimated $252K.
  • HB Wealth Management first reported a position in NorthWestern Energy in Q1 2026 and held it in 1 quarter.
  • HB Wealth Management's NorthWestern Energy position peaked at $252K in Q1 2026.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.