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MAI Capital Management’s NorthWestern Energy NWE Stock Holding History

MAI 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
2026
Q2 		$507K Buy
7,076
+989
+16% +$70.1K ﹤0.01% 1293
2026
Q1 		$401K Buy
6,087
+289
+5% +$19.6K ﹤0.01% 1118
2025
Q4 		$374K Buy
5,798
+389
+7% +$24.6K ﹤0.01% 1069
2025
Q3 		$317K Sell
5,409
-3
-0.1% -$166 ﹤0.01% 1079
2025
Q2 		$278K Buy
5,412
+584
+12% +$32.3K ﹤0.01% 1036
2025
Q1 		$279K Buy
4,828
+4,673
+3,015% +$254K ﹤0.01% 1002
2024
Q4 		$8.29K Buy
+155
New +$8.43K ﹤0.01% 2599

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

MAI Capital Management's NWE Position: Q2 2026 in Review

MAI Capital Management increased its NorthWestern Energy (NWE) stake by 16% in Q2 2026, buying an estimated $70.1K and bringing the position to 7,076 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

MAI Capital Management first reported a position in NWE in Q4 2024 and has held it in 7 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • MAI Capital Management held 7,076 shares of NorthWestern Energy worth $507K as of Q2 2026.
  • MAI Capital Management bought 989 NorthWestern Energy shares in Q2 2026, an estimated $70.1K.
  • NorthWestern Energy made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1293 holding.
  • MAI Capital Management first reported a position in NorthWestern Energy in Q4 2024 and has held it in 7 quarters since.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.