IFP Advisors’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.23K | Sell |
73
-341
| -82% | -$24.2K | ﹤0.01% | 3767 |
|
|
2026
Q1 | $27.3K | Sell |
414
-41
| -9% | -$2.78K | ﹤0.01% | 2601 |
|
|
2025
Q4 | $29.4K | Buy |
455
+267
| +142% | +$16.9K | ﹤0.01% | 2505 |
|
|
2025
Q3 | $11K | Sell |
188
-97
| -34% | -$5.35K | ﹤0.01% | 2856 |
|
|
2025
Q2 | $14.6K | Buy |
285
+193
| +210% | +$10.7K | ﹤0.01% | 2715 |
|
|
2025
Q1 | $5.32K | Buy |
92
+37
| +67% | +$2.01K | ﹤0.01% | 2817 |
|
|
2024
Q4 | $2.94K | Buy |
55
+18
| +49% | +$978 | ﹤0.01% | 2967 |
|
|
2024
Q3 | $2.12K | Hold |
37
| – | – | ﹤0.01% | 2902 |
|
|
2024
Q2 | $1.85K | Hold |
37
| – | – | ﹤0.01% | 2828 |
|
|
2024
Q1 | $1.88K | Hold |
37
| – | – | ﹤0.01% | 2716 |
|
|
2023
Q4 | $1.88K | Sell |
37
-417
| -92% | -$20.8K | ﹤0.01% | 2697 |
|
|
2023
Q3 | $21.8K | Buy |
454
+2
| +0.4% | +$107 | ﹤0.01% | 1903 |
|
|
2023
Q2 | $25.7K | Hold |
452
| – | – | ﹤0.01% | 1895 |
|
|
2023
Q1 | $24K | Buy |
452
+2
| +0.4% | +$114 | ﹤0.01% | 1938 |
|
|
2022
Q4 | $24K | Hold |
450
| – | – | ﹤0.01% | 2756 |
|
|
2022
Q3 | $24K | Hold |
450
| – | – | ﹤0.01% | 2927 |
|
|
2022
Q2 | $24K | Hold |
450
| – | – | ﹤0.01% | 2702 |
|
|
2022
Q1 | $24K | Buy |
450
+413
| +1,116% | +$24.2K | ﹤0.01% | 2702 |
|
|
2021
Q4 | $2K | Hold |
37
| – | – | ﹤0.01% | 2820 |
|
|
2021
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 2882 |
|
|
2021
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 2761 |
|
|
2021
Q1 | $2K | Sell |
37
-317
| -90% | -$18.8K | ﹤0.01% | 2694 |
|
|
2020
Q4 | $20K | Hold |
354
| – | – | ﹤0.01% | 1804 |
|
|
2020
Q3 | $17K | Sell |
354
-13
| -4% | -$690 | ﹤0.01% | 1712 |
|
|
2020
Q2 | $20K | Hold |
367
| – | – | ﹤0.01% | 1573 |
|
|
2020
Q1 | $22K | Hold |
367
| – | – | ﹤0.01% | 1445 |
|
|
2019
Q4 | $27K | Hold |
367
| – | – | ﹤0.01% | 1495 |
|
|
2019
Q3 | $28K | Buy |
+367
| New | +$26.5K | ﹤0.01% | 1618 |
|
|
2019
Q1 | – | Sell |
-439
| Closed | -$26K | – | 3070 |
|
|
2018
Q4 | $26K | Sell |
439
-26
| -6% | -$1.59K | ﹤0.01% | 1976 |
|
|
2018
Q3 | $27K | Hold |
465
| – | – | ﹤0.01% | 2288 |
|
|
2018
Q2 | $27K | Sell |
465
-96
| -17% | -$5.21K | ﹤0.01% | 2294 |
|
|
2018
Q1 | $34K | Hold |
561
| – | – | ﹤0.01% | 2037 |
|
|
2017
Q4 | $34K | Sell |
561
-1,330
| -70% | -$80.2K | ﹤0.01% | 2062 |
|
|
2017
Q3 | $108K | Buy |
1,891
+280
| +17% | +$16.7K | ﹤0.01% | 1507 |
|
|
2017
Q2 | $98K | Hold |
1,611
| – | – | ﹤0.01% | 1537 |
|
|
2017
Q1 | $95K | Sell |
1,611
-215
| -12% | -$12.3K | ﹤0.01% | 1518 |
|
|
2016
Q4 | $104K | Buy |
1,826
+16
| +0.9% | +$900 | 0.01% | 1426 |
|
|
2016
Q3 | $104K | Buy |
1,810
+95
| +6% | +$5.67K | 0.01% | 1336 |
|
|
2016
Q2 | $108K | Buy |
+1,715
| New | +$102K | 0.01% | 1293 |
|
|
2016
Q1 | – | Sell |
-2,293
| Closed | -$124K | – | 3061 |
|
|
2015
Q4 | $124K | Buy |
+2,293
| New | +$125K | 0.01% | 1051 |
|
Other funds holding NWE
SFM
IFP Advisors's NWE Position: Q2 2026 in Review
IFP Advisors reduced its NorthWestern Energy (NWE) stake by 82% in Q2 2026, selling an estimated $24.2K and leaving 73 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #3767.
IFP Advisors first reported a position in NWE in Q4 2015 and has held it in 40 quarters since. The position peaked at $124K in Q4 2015. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.
- IFP Advisors held 73 shares of NorthWestern Energy worth $5.23K as of Q2 2026.
- IFP Advisors sold 341 NorthWestern Energy shares in Q2 2026, an estimated $24.2K.
- NorthWestern Energy made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3767 holding.
- IFP Advisors first reported a position in NorthWestern Energy in Q4 2015 and has held it in 40 quarters since.
- IFP Advisors's NorthWestern Energy position peaked at $124K in Q4 2015.
- 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.