LPL Financial
NWE icon

LPL Financial’s NorthWestern Energy NWE Stock Holding History

LPL Financial’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 		$2.34M Buy
32,734
+3,408
+12% +$242K ﹤0.01% 3581
2026
Q1 		$1.93M Buy
29,326
+15,314
+109% +$1.04M ﹤0.01% 3541
2025
Q4 		$904K Sell
14,012
-53
-0.4% -$3.36K ﹤0.01% 4177
2025
Q3 		$824K Buy
14,065
+1,362
+11% +$75.2K ﹤0.01% 4181
2025
Q2 		$652K Buy
12,703
+1,548
+14% +$85.6K ﹤0.01% 4148
2025
Q1 		$646K Sell
11,155
-16,515
-60% -$898K ﹤0.01% 3930
2024
Q4 		$1.48M Buy
27,670
+4,389
+19% +$239K ﹤0.01% 3158
2024
Q3 		$1.33M Buy
23,281
+2,202
+10% +$118K ﹤0.01% 3124
2024
Q2 		$1.06M Buy
21,079
+9,057
+75% +$458K ﹤0.01% 3199
2024
Q1 		$612K Buy
12,022
+1,684
+16% +$82.1K ﹤0.01% 3607
2023
Q4 		$526K Buy
10,338
+97
+0.9% +$4.84K ﹤0.01% 3628
2023
Q3 		$492K Buy
10,241
+542
+6% +$28.9K ﹤0.01% 3501
2023
Q2 		$551K Buy
9,699
+3,207
+49% +$187K ﹤0.01% 3357
2023
Q1 		$376K Buy
6,492
+107
+2% +$6.11K ﹤0.01% 3569
2022
Q4 		$379K Buy
6,385
+573
+10% +$31.3K ﹤0.01% 3487
2022
Q3 		$286K Buy
5,812
+402
+7% +$22.1K ﹤0.01% 3632
2022
Q2 		$319K Buy
5,410
+42
+0.8% +$2.5K ﹤0.01% 3580
2022
Q1 		$325K Buy
5,368
+458
+9% +$26.8K ﹤0.01% 3521
2021
Q4 		$281K Buy
4,910
+76
+2% +$4.32K ﹤0.01% 3724
2021
Q3 		$277K Buy
4,834
+317
+7% +$19.7K ﹤0.01% 3717
2021
Q2 		$272K Sell
4,517
-614
-12% -$40K ﹤0.01% 3663
2021
Q1 		$335K Buy
+5,131
New +$304K ﹤0.01% 3390
2019
Q4 		– Sell
-2,666
Closed -$200K – 3394
2019
Q3 		$200K Sell
2,666
-320
-11% -$23.1K ﹤0.01% 3002
2019
Q2 		$215K Buy
+2,986
New +$212K ﹤0.01% 2969

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

LPL Financial's NWE Position: Q2 2026 in Review

LPL Financial increased its NorthWestern Energy (NWE) stake by 12% in Q2 2026, buying an estimated $242K and bringing the position to 32,734 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #3581.

LPL Financial first reported a position in NWE in Q2 2019 and has held it in 24 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • LPL Financial held 32,734 shares of NorthWestern Energy worth $2.34M as of Q2 2026.
  • LPL Financial bought 3,408 NorthWestern Energy shares in Q2 2026, an estimated $242K.
  • NorthWestern Energy made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3581 holding.
  • LPL Financial first reported a position in NorthWestern Energy in Q2 2019 and has held it in 24 quarters since.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.