IF
NWE icon

Intrua Financial’s NorthWestern Energy NWE Stock Holding History

Intrua Financial’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 		$480K Sell
6,703
-361
-5% -$25.6K 0.04% 289
2026
Q1 		$466K Buy
7,064
+3
+0% +$203 0.05% 275
2025
Q4 		$456K Sell
7,061
-50
-0.7% -$3.17K 0.05% 273
2025
Q3 		$417K Buy
7,111
+386
+6% +$21.3K 0.05% 292
2025
Q2 		$345K Sell
6,725
-353
-5% -$19.5K 0.05% 266
2025
Q1 		$410K Buy
7,078
+466
+7% +$25.3K 0.06% 233
2024
Q4 		$353K Buy
6,612
+423
+7% +$23K 0.05% 252
2024
Q3 		$354K Buy
6,189
+52
+0.8% +$2.78K 0.05% 282
2024
Q2 		$307K Sell
6,137
-299
-5% -$15.1K 0.05% 298
2024
Q1 		$328K Buy
6,436
+1,828
+40% +$89.2K 0.05% 304
2023
Q4 		$235K Buy
+4,608
New +$230K 0.03% 362

Other funds holding NWE

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Intrua Financial's NWE Position: Q2 2026 in Review

Intrua Financial reduced its NorthWestern Energy (NWE) stake by 5.1% in Q2 2026, selling an estimated $25.6K and leaving 6,703 shares worth $480K. The position accounts for 0.04% of the portfolio, ranked #289.

Intrua Financial first reported a position in NWE in Q4 2023 and has held it in 11 quarters since. 123 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Intrua Financial held 6,703 shares of NorthWestern Energy worth $480K as of Q2 2026.
  • Intrua Financial sold 361 NorthWestern Energy shares in Q2 2026, an estimated $25.6K.
  • NorthWestern Energy made up 0.04% of Intrua Financial's portfolio in Q2 2026, its #289 holding.
  • Intrua Financial first reported a position in NorthWestern Energy in Q4 2023 and has held it in 11 quarters since.
  • 123 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.