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Kennedy Capital Management’s NorthWestern Energy NWE Stock Holding History

Kennedy Capital Management’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
-18,468
Closed -$1.07M – 652
2025
Q1 		$1.07M Sell
18,468
-77,106
-81% -$4.19M 0.03% 506
2024
Q4 		$5.11M Sell
95,574
-2,627
-3% -$143K 0.11% 328
2024
Q3 		$5.62M Buy
98,201
+2,944
+3% +$157K 0.12% 281
2024
Q2 		$4.77M Sell
95,257
-11,468
-11% -$579K 0.1% 334
2024
Q1 		$5.44M Sell
106,725
-7,497
-7% -$366K 0.11% 306
2023
Q4 		$5.81M Sell
114,222
-180
-0.2% -$8.98K 0.13% 277
2023
Q3 		$5.5M Sell
114,402
-572
-0.5% -$30.5K 0.13% 265
2023
Q2 		$6.53M Sell
114,974
-2,320
-2% -$136K 0.15% 245
2023
Q1 		$6.79M Sell
117,294
-12,244
-9% -$699K 0.2% 184
2022
Q4 		$7.69M Sell
129,538
-7,115
-5% -$388K 0.22% 155
2022
Q3 		$6.73M Sell
136,653
-1,087
-0.8% -$59.7K 0.2% 174
2022
Q2 		$8.12M Buy
137,740
+12,898
+10% +$768K 0.23% 145
2022
Q1 		$7.55M Buy
124,842
+9,293
+8% +$544K 0.18% 207
2021
Q4 		$6.61M Sell
115,549
-2,162
-2% -$123K 0.14% 275
2021
Q3 		$6.75M Sell
117,711
-4,129
-3% -$256K 0.15% 267
2021
Q2 		$7.34M Sell
121,840
-1,960
-2% -$128K 0.16% 260
2021
Q1 		$8.07M Sell
123,800
-7,349
-6% -$435K 0.16% 230
2020
Q4 		$7.65M Sell
131,149
-4,066
-3% -$226K 0.17% 216
2020
Q3 		$6.58M Buy
135,215
+7,148
+6% +$380K 0.19% 184
2020
Q2 		$6.98M Buy
128,067
+10,542
+9% +$611K 0.2% 160
2020
Q1 		$7.03M Buy
+117,525
New +$8.38M 0.26% 108
2017
Q1 		– Sell
-222,752
Closed -$12.7M – 750
2016
Q4 		$12.7M Buy
222,752
+126,542
+132% +$7.12M 0.22% 144
2016
Q3 		$5.54M Sell
96,210
-2,395
-2% -$143K 0.11% 341
2016
Q2 		$6.22M Buy
98,605
+1,308
+1% +$77.4K 0.13% 288
2016
Q1 		$6.01M Buy
97,297
+18,277
+23% +$1.05M 0.12% 298
2015
Q4 		$4.29M Sell
79,020
-326
-0.4% -$17.7K 0.09% 408
2015
Q3 		$4.27M Sell
79,346
-340
-0.4% -$17.7K 0.09% 404
2015
Q2 		$3.88M Sell
79,686
-595
-0.7% -$30.7K 0.07% 461
2015
Q1 		$4.32M Sell
80,281
-102
-0.1% -$5.62K 0.08% 436
2014
Q4 		$4.55M Sell
80,383
-122
-0.2% -$6.37K 0.08% 422
2014
Q3 		$3.65M Sell
80,505
-1,235
-2% -$59.4K 0.07% 457
2014
Q2 		$4.27M Buy
81,740
+15,669
+24% +$753K 0.08% 411
2014
Q1 		$3.13M Sell
66,071
-2,594
-4% -$117K 0.06% 456
2013
Q4 		$2.98M Sell
68,665
-32,212
-32% -$1.44M 0.06% 481
2013
Q3 		$4.53M Sell
100,877
-663
-0.7% -$27.7K 0.09% 393
2013
Q2 		$4.05M Buy
+101,540
New +$4.18M 0.08% 407

Other funds holding NWE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kennedy Capital Management's NWE Position: Q2 2025 in Review

Kennedy Capital Management sold out of NorthWestern Energy (NWE) in Q2 2025, closing a stake of 18,468 shares — an estimated $1.07M sold.

Kennedy Capital Management first reported a position in NWE in Q2 2013 and held it in 36 quarters. The position peaked at $12.7M in Q4 2016. 335 funds tracked by Wall St. Rank hold NWE as of Q2 2025.

  • Kennedy Capital Management reported no remaining NorthWestern Energy position as of Q2 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 18,468 NorthWestern Energy shares in Q2 2025, an estimated $1.07M.
  • Kennedy Capital Management first reported a position in NorthWestern Energy in Q2 2013 and held it in 36 quarters.
  • Kennedy Capital Management's NorthWestern Energy position peaked at $12.7M in Q4 2016.
  • 335 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2025.

Based on Kennedy Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.