Legacy Wealth Asset Management’s NorthWestern Energy NWE Stock Holding History

Legacy Wealth Asset 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
2026 Q3	–	Sell	-2,941	Closed	-$211K	–	386
2026 Q2	$211K	Sell	2,941 -319	-10%	-$22.6K	0.05%	366
2026 Q1	$215K	Buy	3,260 +112	+4%	+$7.58K	0.05%	356
2025 Q4	$203K	Buy	+3,148	New	+$199K	0.05%	362

Other funds holding NWE

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Legacy Wealth Asset Management's NWE Position: Q3 2026 in Review

Legacy Wealth Asset Management sold out of NorthWestern Energy (NWE) in Q3 2026, closing a stake of 2,941 shares — an estimated $211K sold.

Legacy Wealth Asset Management first reported a position in NWE in Q4 2025 and held it in 3 quarters. The position peaked at $215K in Q1 2026. 6 funds tracked by Wall St. Rank hold NWE as of Q3 2026.

Legacy Wealth Asset Management reported no remaining NorthWestern Energy position as of Q3 2026 after selling out during the quarter.
Legacy Wealth Asset Management sold 2,941 NorthWestern Energy shares in Q3 2026, an estimated $211K.
Legacy Wealth Asset Management first reported a position in NorthWestern Energy in Q4 2025 and held it in 3 quarters.
Legacy Wealth Asset Management's NorthWestern Energy position peaked at $215K in Q1 2026.
6 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.