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Larson Financial Group’s NorthWestern Energy NWE Stock Holding History

Larson Financial Group’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 		$21.1K Buy
295
+24
+9% +$1.7K ﹤0.01% 1981
2026
Q1 		$17.9K Buy
271
+26
+11% +$1.76K ﹤0.01% 1912
2025
Q4 		$15.8K Buy
245
+117
+91% +$7.41K ﹤0.01% 1844
2025
Q3 		$7.5K Buy
128
+119
+1,322% +$6.57K ﹤0.01% 2172
2025
Q2 		$462 Sell
9
-29
-76% -$1.6K ﹤0.01% 2879
2025
Q1 		$2.2K Sell
38
-36
-49% -$1.96K ﹤0.01% 2145
2024
Q4 		$3.96K Buy
74
+67
+957% +$3.64K ﹤0.01% 1720
2024
Q3 		$401 Hold
7
– – ﹤0.01% 2185
2024
Q2 		$351 Buy
+7
New +$354 ﹤0.01% 1924

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

Larson Financial Group's NWE Position: Q2 2026 in Review

Larson Financial Group increased its NorthWestern Energy (NWE) stake by 8.9% in Q2 2026, buying an estimated $1.7K and bringing the position to 295 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

Larson Financial Group first reported a position in NWE in Q2 2024 and has held it in 9 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Larson Financial Group held 295 shares of NorthWestern Energy worth $21.1K as of Q2 2026.
  • Larson Financial Group bought 24 NorthWestern Energy shares in Q2 2026, an estimated $1.7K.
  • NorthWestern Energy made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1981 holding.
  • Larson Financial Group first reported a position in NorthWestern Energy in Q2 2024 and has held it in 9 quarters since.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.