HighTower Advisors
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HighTower Advisors’s NorthWestern Energy NWE Stock Holding History

HighTower 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 		– Sell
-7,742
Closed -$511K – 3958
2026
Q1 		$511K Buy
+7,742
New +$524K ﹤0.01% 2692
2025
Q3 		– Sell
-4,753
Closed -$244K – 3992
2025
Q2 		$244K Sell
4,753
-319
-6% -$17.6K ﹤0.01% 3112
2025
Q1 		$294K Sell
5,072
-504
-9% -$27.4K ﹤0.01% 2880
2024
Q4 		$298K Buy
5,576
+117
+2% +$6.36K ﹤0.01% 2891
2024
Q3 		$318K Sell
5,459
-109
-2% -$5.82K ﹤0.01% 2774
2024
Q2 		$287K Buy
5,568
+189
+4% +$9.55K ﹤0.01% 2745
2024
Q1 		$281K Buy
5,379
+263
+5% +$12.8K ﹤0.01% 2727
2023
Q4 		$264K Sell
5,116
-1,166
-19% -$58.2K ﹤0.01% 2801
2023
Q3 		$296K Buy
6,282
+521
+9% +$27.8K ﹤0.01% 2611
2023
Q2 		$331K Buy
5,761
+1,290
+29% +$75.4K ﹤0.01% 2499
2023
Q1 		$267K Sell
4,471
-210
-4% -$12K ﹤0.01% 2546
2022
Q4 		$289K Buy
+4,681
New +$255K ﹤0.01% 2497
2019
Q2 		– Sell
-17,147
Closed -$1.2M – 2472
2019
Q1 		$1.2M Buy
+17,147
New +$1.13M 0.01% 1057
2018
Q4 		– Sell
-3,986
Closed -$235K – 2317
2018
Q3 		$235K Buy
+3,986
New +$236K ﹤0.01% 1865
2017
Q2 		– Sell
-12,314
Closed -$726K – 2298
2017
Q1 		$726K Sell
12,314
-2,963
-19% -$170K 0.01% 1172
2016
Q4 		$871K Sell
15,277
-7,898
-34% -$444K 0.01% 1027
2016
Q3 		$1.33M Sell
23,175
-2,873
-11% -$171K 0.02% 811
2016
Q2 		$1.64M Buy
+26,048
New +$1.54M 0.02% 687
2015
Q2 		– Sell
-39,191
Closed -$2.11M – 1683
2015
Q1 		$2.11M Buy
39,191
+7,330
+23% +$404K 0.03% 566
2014
Q4 		$1.8M Buy
31,861
+760
+2% +$39.7K 0.03% 619
2014
Q3 		$1.41M Buy
31,101
+22,163
+248% +$1.07M 0.02% 665
2014
Q2 		$466K Buy
+8,938
New +$430K 0.01% 1076

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

HighTower Advisors's NWE Position: Q2 2026 in Review

HighTower Advisors sold out of NorthWestern Energy (NWE) in Q2 2026, closing a stake of 7,742 shares — an estimated $511K sold.

HighTower Advisors first reported a position in NWE in Q2 2014 and held it in 22 quarters. The position peaked at $2.11M in Q1 2015. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • HighTower Advisors reported no remaining NorthWestern Energy position as of Q2 2026 after selling out during the quarter.
  • HighTower Advisors sold 7,742 NorthWestern Energy shares in Q2 2026, an estimated $511K.
  • HighTower Advisors first reported a position in NorthWestern Energy in Q2 2014 and held it in 22 quarters.
  • HighTower Advisors's NorthWestern Energy position peaked at $2.11M in Q1 2015.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.