IA
NWE icon

Inspire Advisors’s NorthWestern Energy NWE Stock Holding History

Inspire 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
2025
Q2 		– Sell
-48,706
Closed -$2.82M – 541
2025
Q1 		$2.82M Buy
48,706
+15,008
+45% +$816K 0.33% 43
2024
Q4 		$1.8M Buy
33,698
+3,365
+11% +$183K 0.22% 72
2024
Q3 		$1.74M Sell
30,333
-3,376
-10% -$180K 0.21% 69
2024
Q2 		$1.69M Buy
+33,709
New +$1.7M 0.22% 53
2023
Q2 		– Sell
-12,774
Closed -$739K – 258
2023
Q1 		$739K Buy
12,774
+3,075
+32% +$176K 0.17% 54
2022
Q4 		$576K Buy
9,699
+3,239
+50% +$177K 0.15% 41
2022
Q3 		$318K Buy
6,460
+2,618
+68% +$144K 0.09% 55
2022
Q2 		$226K Buy
+3,842
New +$229K 0.06% 71

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Inspire Advisors's NWE Position: Q2 2025 in Review

Inspire Advisors sold out of NorthWestern Energy (NWE) in Q2 2025, closing a stake of 48,706 shares — an estimated $2.82M sold.

Inspire Advisors first reported a position in NWE in Q2 2022 and held it in 8 quarters. The position peaked at $2.82M in Q1 2025. 335 funds tracked by Wall St. Rank hold NWE as of Q2 2025.

  • Inspire Advisors reported no remaining NorthWestern Energy position as of Q2 2025 after selling out during the quarter.
  • Inspire Advisors sold 48,706 NorthWestern Energy shares in Q2 2025, an estimated $2.82M.
  • Inspire Advisors first reported a position in NorthWestern Energy in Q2 2022 and held it in 8 quarters.
  • Inspire Advisors's NorthWestern Energy position peaked at $2.82M in Q1 2025.
  • 335 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2025.

Based on Inspire Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.