IWC
NWE icon

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 		$164K Sell
2,286
-1,448
-39% -$103K ﹤0.01% 2468
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 $3.37T AUM 44.26% 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 reduced its NorthWestern Energy (NWE) stake by 39% in Q2 2026, selling an estimated $103K and leaving 2,286 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #2468.

Integrated Wealth Concepts first reported a position in NWE in Q1 2026 and has held it in 2 quarters since. The position peaked at $246K in Q1 2026. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Integrated Wealth Concepts held 2,286 shares of NorthWestern Energy worth $164K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,448 NorthWestern Energy shares in Q2 2026, an estimated $103K.
  • NorthWestern Energy made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2468 holding.
  • Integrated Wealth Concepts first reported a position in NorthWestern Energy in Q1 2026 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's NorthWestern Energy position peaked at $246K in Q1 2026.
  • 375 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.