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Legato Capital Management’s NorthWestern Energy NWE Stock Holding History

Legato 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
-5,179
Closed -$300K – 600
2025
Q1 		$300K Buy
+5,179
New +$282K 0.04% 488
2024
Q4 		– Sell
-8,090
Closed -$463K – 606
2024
Q3 		$463K Sell
8,090
-3,701
-31% -$198K 0.06% 453
2024
Q2 		$590K Buy
11,791
+119
+1% +$6.01K 0.08% 395
2024
Q1 		$594K Buy
11,672
+878
+8% +$42.8K 0.07% 403
2023
Q4 		$549K Buy
10,794
+3,838
+55% +$192K 0.07% 396
2023
Q3 		$334K Buy
6,956
+243
+4% +$13K 0.05% 469
2023
Q2 		$381K Buy
6,713
+856
+15% +$50K 0.05% 469
2023
Q1 		$339K Buy
5,857
+7
+0.1% +$400 0.06% 402
2022
Q4 		$347K Buy
+5,850
New +$319K 0.07% 401

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 $3.37T AUM 44.26% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Legato Capital Management sold out of NorthWestern Energy (NWE) in Q2 2025, closing a stake of 5,179 shares — an estimated $300K sold.

Legato Capital Management first reported a position in NWE in Q4 2022 and held it in 9 quarters. The position peaked at $594K in Q1 2024. 335 funds tracked by Wall St. Rank hold NWE as of Q2 2025.

  • Legato Capital Management reported no remaining NorthWestern Energy position as of Q2 2025 after selling out during the quarter.
  • Legato Capital Management sold 5,179 NorthWestern Energy shares in Q2 2025, an estimated $300K.
  • Legato Capital Management first reported a position in NorthWestern Energy in Q4 2022 and held it in 9 quarters.
  • Legato Capital Management's NorthWestern Energy position peaked at $594K in Q1 2024.
  • 335 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2025.

Based on Legato Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.