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Kestra Investment Management’s NorthWestern Energy NWE Stock Holding History

Kestra Investment 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
Q3 		– Sell
-2,223
Closed -$114K – 646
2025
Q2 		$114K Sell
2,223
-5
-0.2% -$276 ﹤0.01% 451
2025
Q1 		$129K Buy
+2,228
New +$121K ﹤0.01% 405

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.88T 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Kestra Investment Management's NWE Position: Q3 2025 in Review

Kestra Investment Management sold out of NorthWestern Energy (NWE) in Q3 2025, closing a stake of 2,223 shares — an estimated $114K sold.

Kestra Investment Management first reported a position in NWE in Q1 2025 and held it in 2 quarters. The position peaked at $129K in Q1 2025. 329 funds tracked by Wall St. Rank hold NWE as of Q3 2025.

  • Kestra Investment Management reported no remaining NorthWestern Energy position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 2,223 NorthWestern Energy shares in Q3 2025, an estimated $114K.
  • Kestra Investment Management first reported a position in NorthWestern Energy in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's NorthWestern Energy position peaked at $129K in Q1 2025.
  • 329 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.