LSC
NWE icon

Lesa Sroufe & Co’s NorthWestern Energy NWE Stock Holding History

Lesa Sroufe & Co’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 		$3M Buy
41,857
+1,202
+3% +$85.2K 2.14% 24
2026
Q1 		$2.68M Buy
40,655
+461
+1% +$31.2K 1.83% 26
2025
Q4 		$2.59M Buy
40,194
+463
+1% +$29.3K 1.93% 21
2025
Q3 		$2.33M Buy
39,731
+75
+0.2% +$4.14K 1.88% 22
2025
Q2 		$2.03M Buy
39,656
+2,263
+6% +$125K 1.87% 21
2025
Q1 		$2.16M Buy
+37,393
New +$2.03M 2.16% 17

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

Lesa Sroufe & Co's NWE Position: Q2 2026 in Review

Lesa Sroufe & Co increased its NorthWestern Energy (NWE) stake by 3% in Q2 2026, buying an estimated $85.2K and bringing the position to 41,857 shares worth $3M. The position accounts for 2.14% of the portfolio, ranked #24.

Lesa Sroufe & Co first reported a position in NWE in Q1 2025 and has held it in 6 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Lesa Sroufe & Co held 41,857 shares of NorthWestern Energy worth $3M as of Q2 2026.
  • Lesa Sroufe & Co bought 1,202 NorthWestern Energy shares in Q2 2026, an estimated $85.2K.
  • NorthWestern Energy made up 2.14% of Lesa Sroufe & Co's portfolio in Q2 2026, its #24 holding.
  • Lesa Sroufe & Co first reported a position in NorthWestern Energy in Q1 2025 and has held it in 6 quarters since.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Lesa Sroufe & Co's 13F filing for Q2 2026, filed 22 Jul 2026.