IC
NWE icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

IEQ Capital's NWE Position: Q1 2026 in Review

IEQ Capital reduced its NorthWestern Energy (NWE) stake by 21% in Q1 2026, selling an estimated $1.07M and leaving 60,697 shares worth $4M. The position accounts for 0.02% of the portfolio, ranked #556.

IEQ Capital first reported a position in NWE in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.93M in Q4 2025. 370 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

  • IEQ Capital held 60,697 shares of NorthWestern Energy worth $4M as of Q1 2026.
  • IEQ Capital sold 15,733 NorthWestern Energy shares in Q1 2026, an estimated $1.07M.
  • NorthWestern Energy made up 0.02% of IEQ Capital's portfolio in Q1 2026, its #556 holding.
  • IEQ Capital first reported a position in NorthWestern Energy in Q4 2024 and has held it in 6 quarters since.
  • IEQ Capital's NorthWestern Energy position peaked at $4.93M in Q4 2025.
  • 370 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.