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NWE icon

IFM Investors’s NorthWestern Energy NWE Stock Holding History

IFM Investors’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 		$316K Hold
4,415
– – ﹤0.01% 618
2026
Q1 		$291K Buy
+4,415
New +$299K ﹤0.01% 622
2025
Q4 		– Sell
-4,415
Closed -$256K – 647
2025
Q3 		$256K Hold
4,415
– – ﹤0.01% 596
2025
Q2 		$226K Hold
4,415
– – ﹤0.01% 596
2025
Q1 		$255K Sell
4,415
-3,721
-46% -$202K ﹤0.01% 630
2024
Q4 		$435K Hold
8,136
– – ﹤0.01% 631
2024
Q3 		$466K Sell
8,136
-403
-5% -$21.5K ﹤0.01% 633
2024
Q2 		$428K Hold
8,539
– – ﹤0.01% 639
2024
Q1 		$435K Buy
+8,539
New +$417K ﹤0.01% 606
2023
Q4 		– Sell
-8,018
Closed -$385K – 617
2023
Q3 		$385K Buy
8,018
+631
+9% +$33.6K 0.01% 622
2023
Q2 		$419K Buy
+7,387
New +$432K 0.01% 617
2022
Q4 		– Sell
-6,695
Closed -$330K – 636
2022
Q3 		$330K Buy
6,695
+304
+5% +$16.7K 0.01% 626
2022
Q2 		$377K Sell
6,391
-766
-11% -$45.6K 0.01% 620
2022
Q1 		$433K Buy
+7,157
New +$419K 0.01% 622

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

IFM Investors's NWE Position: Q2 2026 in Review

IFM Investors held its NorthWestern Energy (NWE) position steady in Q2 2026 at 4,415 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

IFM Investors first reported a position in NWE in Q1 2022 and has held it in 14 quarters since. The position peaked at $466K in Q3 2024. 71 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • IFM Investors held 4,415 shares of NorthWestern Energy worth $316K as of Q2 2026.
  • IFM Investors left its NorthWestern Energy share count unchanged in Q2 2026.
  • NorthWestern Energy made up ﹤0.01% of IFM Investors's portfolio in Q2 2026, its #618 holding.
  • IFM Investors first reported a position in NorthWestern Energy in Q1 2022 and has held it in 14 quarters since.
  • IFM Investors's NorthWestern Energy position peaked at $466K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.