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Infrastructure Capital Advisors’s NorthWestern Energy NWE Stock Holding History

Infrastructure Capital Advisors’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 		$570K Buy
8,650
+1,162
+16% +$78.7K 0.04% 101
2025
Q4 		$483K Sell
7,488
-1,350
-15% -$85.5K 0.05% 114
2025
Q3 		$527K Buy
8,838
+128
+1% +$7.06K 0.05% 100
2025
Q2 		$447K Buy
+8,710
New +$481K 0.03% 101

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

Infrastructure Capital Advisors's NWE Position: Q1 2026 in Review

Infrastructure Capital Advisors increased its NorthWestern Energy (NWE) stake by 16% in Q1 2026, buying an estimated $78.7K and bringing the position to 8,650 shares worth $570K. The position accounts for 0.04% of the portfolio, ranked #101.

Infrastructure Capital Advisors first reported a position in NWE in Q2 2025 and has held it in 4 quarters since. 370 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

  • Infrastructure Capital Advisors held 8,650 shares of NorthWestern Energy worth $570K as of Q1 2026.
  • Infrastructure Capital Advisors bought 1,162 NorthWestern Energy shares in Q1 2026, an estimated $78.7K.
  • NorthWestern Energy made up 0.04% of Infrastructure Capital Advisors's portfolio in Q1 2026, its #101 holding.
  • Infrastructure Capital Advisors first reported a position in NorthWestern Energy in Q2 2025 and has held it in 4 quarters since.
  • 370 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

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