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LMR Partners’s NorthWestern Energy NWE Stock Holding History

LMR Partners’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 		$7.42M Buy
103,552
+87,700
+553% +$6.22M 0.03% 520
2026
Q1 		$1.05M Buy
15,852
+6,959
+78% +$471K ﹤0.01% 973
2025
Q4 		$574K Buy
+8,893
New +$563K ﹤0.01% 1095
2023
Q1 		– Sell
-12,500
Closed -$742K – 1133
2022
Q4 		$742K Buy
12,500
+2,500
+25% +$136K 0.01% 784
2022
Q3 		$493K Buy
+10,000
New +$549K 0.01% 879

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

LMR Partners's NWE Position: Q2 2026 in Review

LMR Partners increased its NorthWestern Energy (NWE) stake by 553% in Q2 2026, buying an estimated $6.22M and bringing the position to 103,552 shares worth $7.42M. The position accounts for 0.03% of the portfolio, ranked #520.

LMR Partners first reported a position in NWE in Q3 2022 and has held it in 5 quarters since. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • LMR Partners held 103,552 shares of NorthWestern Energy worth $7.42M as of Q2 2026.
  • LMR Partners bought 87,700 NorthWestern Energy shares in Q2 2026, an estimated $6.22M.
  • NorthWestern Energy made up 0.03% of LMR Partners's portfolio in Q2 2026, its #520 holding.
  • LMR Partners first reported a position in NorthWestern Energy in Q3 2022 and has held it in 5 quarters since.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.