Mackenzie Financial’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-4,228
| Closed | -$273K | – | 1651 |
|
|
2025
Q4 | $273K | Sell |
4,228
-25
| -0.6% | -$1.58K | ﹤0.01% | 1416 |
|
|
2025
Q3 | $249K | Sell |
4,253
-22,488
| -84% | -$1.24M | ﹤0.01% | 1476 |
|
|
2025
Q2 | $1.37M | Buy |
26,741
+3,956
| +17% | +$219K | ﹤0.01% | 931 |
|
|
2025
Q1 | $1.32M | Buy |
22,785
+12,538
| +122% | +$682K | ﹤0.01% | 899 |
|
|
2024
Q4 | $548K | Buy |
10,247
+6,049
| +144% | +$329K | ﹤0.01% | 1130 |
|
|
2024
Q3 | $240K | Buy |
+4,198
| New | +$224K | ﹤0.01% | 1288 |
|
|
2024
Q2 | – | Sell |
-3,942
| Closed | -$201K | – | 1600 |
|
|
2024
Q1 | $201K | Buy |
3,942
+1
| +0% | +$49 | ﹤0.01% | 1347 |
|
|
2023
Q4 | $201K | Buy |
+3,941
| New | +$197K | ﹤0.01% | 1335 |
|
|
2023
Q3 | – | Sell |
-4,017
| Closed | -$230K | – | 1552 |
|
|
2023
Q2 | $230K | Buy |
+4,017
| New | +$235K | ﹤0.01% | 1285 |
|
|
2023
Q1 | – | Sell |
-8,791
| Closed | -$522K | – | 1585 |
|
|
2022
Q4 | $522K | Buy |
8,791
+4,665
| +113% | +$254K | ﹤0.01% | 915 |
|
|
2022
Q3 | $203K | Sell |
4,126
-191
| -4% | -$10.5K | ﹤0.01% | 1243 |
|
|
2022
Q2 | $254K | Buy |
+4,317
| New | +$257K | ﹤0.01% | 1166 |
|
|
2021
Q4 | – | Sell |
-3,523
| Closed | -$202K | – | 1479 |
|
|
2021
Q3 | $202K | Buy |
+3,523
| New | +$219K | ﹤0.01% | 1330 |
|
|
2021
Q1 | – | Sell |
-9,599
| Closed | -$560K | – | 1175 |
|
|
2020
Q4 | $560K | Sell |
9,599
-9,695
| -50% | -$539K | ﹤0.01% | 812 |
|
|
2020
Q3 | $938K | Buy |
19,294
+3,158
| +20% | +$168K | ﹤0.01% | 675 |
|
|
2020
Q2 | $880K | Buy |
16,136
+5,296
| +49% | +$307K | ﹤0.01% | 692 |
|
|
2020
Q1 | $649K | Sell |
10,840
-4,826
| -31% | -$344K | ﹤0.01% | 757 |
|
|
2019
Q4 | $1.12M | Buy |
15,666
+8,764
| +127% | +$632K | ﹤0.01% | 716 |
|
|
2019
Q3 | $518K | Hold |
6,902
| – | – | ﹤0.01% | 822 |
|
|
2019
Q2 | $498K | Sell |
6,902
-1,182
| -15% | -$83.9K | ﹤0.01% | 865 |
|
|
2019
Q1 | $569K | Buy |
8,084
+3,991
| +98% | +$262K | ﹤0.01% | 1005 |
|
|
2018
Q4 | $243K | Sell |
4,093
-5,000
| -55% | -$307K | ﹤0.01% | 1066 |
|
|
2018
Q3 | $533K | Buy |
9,093
+4,657
| +105% | +$276K | ﹤0.01% | 867 |
|
|
2018
Q2 | $254K | Sell |
4,436
-33,480
| -88% | -$1.82M | ﹤0.01% | 925 |
|
|
2018
Q1 | $2.04M | Buy |
37,916
+3,600
| +10% | +$190K | 0.01% | 564 |
|
|
2017
Q4 | $2.05M | Buy |
+34,316
| New | +$2.07M | ﹤0.01% | 529 |
|
|
2017
Q3 | – | Sell |
-3,364
| Closed | -$205K | – | 662 |
|
|
2017
Q2 | $205K | Buy |
+3,364
| New | +$205K | ﹤0.01% | 591 |
|
Other funds holding NWE
Mackenzie Financial's NWE Position: Q1 2026 in Review
Mackenzie Financial sold out of NorthWestern Energy (NWE) in Q1 2026, closing a stake of 4,228 shares — an estimated $273K sold.
Mackenzie Financial first reported a position in NWE in Q2 2017 and held it in 27 quarters. The position peaked at $2.05M in Q4 2017. 373 funds tracked by Wall St. Rank hold NWE as of Q1 2026.
- Mackenzie Financial reported no remaining NorthWestern Energy position as of Q1 2026 after selling out during the quarter.
- Mackenzie Financial sold 4,228 NorthWestern Energy shares in Q1 2026, an estimated $273K.
- Mackenzie Financial first reported a position in NorthWestern Energy in Q2 2017 and held it in 27 quarters.
- Mackenzie Financial's NorthWestern Energy position peaked at $2.05M in Q4 2017.
- 373 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.
Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.