MassMutual Private Wealth & Trust’s NorthWestern Energy NWE Stock Holding History

MassMutual Private Wealth & Trust’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	$4.15K	Hold	58	–	–	﹤0.01%	1753
2026 Q1	$3.83K	Hold	58	–	–	﹤0.01%	1770
2025 Q4	$3.74K	Hold	58	–	–	﹤0.01%	1800
2025 Q3	$3.4K	Hold	58	–	–	﹤0.01%	1817
2025 Q2	$2.98K	Hold	58	–	–	﹤0.01%	1828
2025 Q1	$3.36K	Buy	58 +17	+41%	+$924	﹤0.01%	1752
2024 Q4	$2.19K	Buy	41 +14	+52%	+$761	﹤0.01%	1810
2024 Q3	$1.54K	Sell	27 -28	-51%	-$1.5K	﹤0.01%	1729
2024 Q2	$2.75K	Buy	55 +43	+358%	+$2.17K	﹤0.01%	1525
2024 Q1	$611	Sell	12 -6	-33%	-$293	﹤0.01%	1822
2023 Q4	$916	Sell	18 -28	-61%	-$1.4K	﹤0.01%	1695
2023 Q3	$2.21K	Sell	46 -30	-39%	-$1.6K	﹤0.01%	1481
2023 Q2	$4.31K	Sell	76 -7	-8%	-$409	﹤0.01%	1254
2023 Q1	$4.8K	Hold	83	–	–	﹤0.01%	1163
2022 Q4	$5K	Buy	83 +9	+12%	+$491	﹤0.01%	999
2022 Q3	$4K	Buy	74 +62	+517%	+$3.4K	﹤0.01%	1027
2022 Q2	$1K	Sell	12 -28	-70%	-$1.67K	﹤0.01%	1363
2022 Q1	$2K	Buy	+40	New	+$2.34K	﹤0.01%	1179

Other funds holding NWE

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

MassMutual Private Wealth & Trust's NWE Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its NorthWestern Energy (NWE) position steady in Q2 2026 at 58 shares worth $4.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

MassMutual Private Wealth & Trust first reported a position in NWE in Q1 2022 and has held it in 18 quarters since. The position peaked at $5K in Q4 2022. 114 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

MassMutual Private Wealth & Trust held 58 shares of NorthWestern Energy worth $4.15K as of Q2 2026.
MassMutual Private Wealth & Trust left its NorthWestern Energy share count unchanged in Q2 2026.
NorthWestern Energy made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1753 holding.
MassMutual Private Wealth & Trust first reported a position in NorthWestern Energy in Q1 2022 and has held it in 18 quarters since.
MassMutual Private Wealth & Trust's NorthWestern Energy position peaked at $5K in Q4 2022.
114 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.