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Integrated Wealth Concepts’s NorthWestern Energy NWE Stock Holding History

Integrated Wealth Concepts’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 		– Sell
-3,734
Closed -$246K – 2502
2026
Q1 		$246K Buy
+3,734
New +$253K ﹤0.01% 1974

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Integrated Wealth Concepts's NWE Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of NorthWestern Energy (NWE) in Q2 2026, closing a stake of 3,734 shares — an estimated $246K sold.

Integrated Wealth Concepts first reported a position in NWE in Q1 2026 and held it in 1 quarter. The position peaked at $246K in Q1 2026. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining NorthWestern Energy position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 3,734 NorthWestern Energy shares in Q2 2026, an estimated $246K.
  • Integrated Wealth Concepts first reported a position in NorthWestern Energy in Q1 2026 and held it in 1 quarter.
  • Integrated Wealth Concepts's NorthWestern Energy position peaked at $246K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.