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IEQ Capital’s NorthWestern Energy NWE Stock Holding History

IEQ Capital’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 		$2.12M Sell
29,534
-31,163
-51% -$2.21M 0.01% 786
2026
Q1 		$4M Sell
60,697
-15,733
-21% -$1.07M 0.02% 556
2025
Q4 		$4.93M Buy
76,430
+19,043
+33% +$1.21M 0.01% 526
2025
Q3 		$3.36M Buy
57,387
+44,264
+337% +$2.44M 0.01% 599
2025
Q2 		$673K Sell
13,123
-2,419
-16% -$134K ﹤0.01% 1011
2025
Q1 		$899K Buy
15,542
+11,644
+299% +$633K 0.01% 786
2024
Q4 		$208K Buy
+3,898
New +$212K ﹤0.01% 1188

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

IEQ Capital's NWE Position: Q2 2026 in Review

IEQ Capital reduced its NorthWestern Energy (NWE) stake by 51% in Q2 2026, selling an estimated $2.21M and leaving 29,534 shares worth $2.12M. The position accounts for 0.01% of the portfolio, ranked #786.

IEQ Capital first reported a position in NWE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.93M in Q4 2025. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • IEQ Capital held 29,534 shares of NorthWestern Energy worth $2.12M as of Q2 2026.
  • IEQ Capital sold 31,163 NorthWestern Energy shares in Q2 2026, an estimated $2.21M.
  • NorthWestern Energy made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #786 holding.
  • IEQ Capital first reported a position in NorthWestern Energy in Q4 2024 and has held it in 7 quarters since.
  • IEQ Capital's NorthWestern Energy position peaked at $4.93M in Q4 2025.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.