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HFM Investment Advisors’s NorthWestern Energy NWE Stock Holding History

HFM Investment 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
2026
Q2 		$573 Buy
8
+5
+167% +$354 ﹤0.01% 947
2026
Q1 		$198 Hold
3
– – ﹤0.01% 992
2025
Q4 		$194 Hold
3
– – ﹤0.01% 1031
2025
Q3 		$176 Hold
3
– – ﹤0.01% 1031
2025
Q2 		$154 Hold
3
– – ﹤0.01% 1063
2025
Q1 		$174 Buy
+3
New +$163 ﹤0.01% 681

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

HFM Investment Advisors's NWE Position: Q2 2026 in Review

HFM Investment Advisors increased its NorthWestern Energy (NWE) stake by 167% in Q2 2026, buying an estimated $354 and bringing the position to 8 shares worth $573. The position accounts for ﹤0.01% of the portfolio, ranked #947.

HFM Investment Advisors first reported a position in NWE in Q1 2025 and has held it in 6 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • HFM Investment Advisors held 8 shares of NorthWestern Energy worth $573 as of Q2 2026.
  • HFM Investment Advisors bought 5 NorthWestern Energy shares in Q2 2026, an estimated $354.
  • NorthWestern Energy made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #947 holding.
  • HFM Investment Advisors first reported a position in NorthWestern Energy in Q1 2025 and has held it in 6 quarters since.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.