Hemington Wealth Management’s NorthWestern Energy NWE Stock Holding History

Hemington 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
2025 Q3	$7K	Buy	134 +7	+6%	+$386	﹤0.01%	1026
2025 Q2	$6K	Sell	127 -96	-43%	-$5.31K	﹤0.01%	1051
2025 Q1	$12K	Buy	223 +9	+4%	+$489	﹤0.01%	756
2024 Q4	$11K	Sell	214 -67	-24%	-$3.64K	﹤0.01%	746
2024 Q3	$15K	Buy	+281	New	+$15K	﹤0.01%	588

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Hemington Wealth Management's NWE Position: Q3 2025 in Review

Hemington Wealth Management increased its NorthWestern Energy (NWE) stake by 5.5% in Q3 2025, buying an estimated $386 and bringing the position to 134 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Hemington Wealth Management first reported a position in NWE in Q3 2024 and has held it in 5 quarters since. The position peaked at $15K in Q3 2024. 329 funds tracked by Wall St. Rank hold NWE as of Q3 2025.

Hemington Wealth Management held 134 shares of NorthWestern Energy worth $7K as of Q3 2025.
Hemington Wealth Management bought 7 NorthWestern Energy shares in Q3 2025, an estimated $386.
NorthWestern Energy made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1026 holding.
Hemington Wealth Management first reported a position in NorthWestern Energy in Q3 2024 and has held it in 5 quarters since.
Hemington Wealth Management's NorthWestern Energy position peaked at $15K in Q3 2024.
329 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.