HFS
NWE icon

Hughes Financial Services’s NorthWestern Energy NWE Stock Holding History

Hughes Financial Services’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 		$215 Buy
3
+1
+50% +$71 ﹤0.01% 1264
2026
Q1 		$132 Hold
2
– – ﹤0.01% 1214
2025
Q4 		$129 Buy
+2
New +$127 ﹤0.01% 1036

Other funds holding NWE

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
SCM
Schnieders Capital Management Pasadena, California $762M AUM 34.09% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Hughes Financial Services's NWE Position: Q2 2026 in Review

Hughes Financial Services increased its NorthWestern Energy (NWE) stake by 50% in Q2 2026, buying an estimated $71 and bringing the position to 3 shares worth $215. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Hughes Financial Services first reported a position in NWE in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Hughes Financial Services held 3 shares of NorthWestern Energy worth $215 as of Q2 2026.
  • Hughes Financial Services bought 1 NorthWestern Energy share in Q2 2026, an estimated $71.
  • NorthWestern Energy made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1264 holding.
  • Hughes Financial Services first reported a position in NorthWestern Energy in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.