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Keating Financial Advisory Services’s NorthWestern Energy NWE Stock Holding History

Keating Financial Advisory Services’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 		$2.87K Buy
40
+17
+74% +$1.21K ﹤0.01% 1803
2026
Q1 		$1.52K Buy
23
+3
+15% +$203 ﹤0.01% 1953
2025
Q4 		$1.29K Buy
+20
New +$1.27K ﹤0.01% 1718

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

Keating Financial Advisory Services's NWE Position: Q2 2026 in Review

Keating Financial Advisory Services increased its NorthWestern Energy (NWE) stake by 74% in Q2 2026, buying an estimated $1.21K and bringing the position to 40 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Keating Financial Advisory Services first reported a position in NWE in Q4 2025 and has held it in 3 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Keating Financial Advisory Services held 40 shares of NorthWestern Energy worth $2.87K as of Q2 2026.
  • Keating Financial Advisory Services bought 17 NorthWestern Energy shares in Q2 2026, an estimated $1.21K.
  • NorthWestern Energy made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1803 holding.
  • Keating Financial Advisory Services first reported a position in NorthWestern Energy in Q4 2025 and has held it in 3 quarters since.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.