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Mather Group’s NorthWestern Energy NWE Stock Holding History

Mather Group’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 		$430 Hold
6
– – ﹤0.01% 1837
2026
Q1 		$396 Buy
+6
New +$406 ﹤0.01% 1816
2025
Q4 		– Sell
-106
Closed -$6.21K – 1316
2025
Q3 		$6.21K Buy
+106
New +$5.85K ﹤0.01% 1347
2025
Q2 		– Sell
-106
Closed -$6.13K – 1351
2025
Q1 		$6.13K Buy
106
+100
+1,667% +$5.44K ﹤0.01% 1365
2024
Q4 		$321 Hold
6
– – ﹤0.01% 1683
2024
Q3 		$343 Sell
6
-90
-94% -$4.81K ﹤0.01% 1638
2024
Q2 		$4.89K Hold
96
– – ﹤0.01% 1630
2024
Q1 		$4.88K Buy
+96
New +$4.68K ﹤0.01% 1354

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

Mather Group's NWE Position: Q2 2026 in Review

Mather Group held its NorthWestern Energy (NWE) position steady in Q2 2026 at 6 shares worth $430. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

Mather Group first reported a position in NWE in Q1 2024 and has held it in 8 quarters since. The position peaked at $6.21K in Q3 2025. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Mather Group held 6 shares of NorthWestern Energy worth $430 as of Q2 2026.
  • Mather Group left its NorthWestern Energy share count unchanged in Q2 2026.
  • NorthWestern Energy made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1837 holding.
  • Mather Group first reported a position in NorthWestern Energy in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's NorthWestern Energy position peaked at $6.21K in Q3 2025.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.