Meeder Advisory Services’s NorthWestern Energy NWE Stock Holding History

Meeder Advisory Services’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 Q1	$652K	Sell	9,894 -101	-1%	-$6.84K	0.03%	341
2025 Q4	$645K	Buy	9,995 +569	+6%	+$36K	0.03%	346
2025 Q3	$552K	Sell	9,426 -708	-7%	-$39.1K	0.03%	370
2025 Q2	$520K	Sell	10,134 -79	-0.8%	-$4.37K	0.03%	367
2025 Q1	$591K	Sell	10,213 -1,590	-13%	-$86.5K	0.04%	326
2024 Q4	$631K	Sell	11,803 -1,386	-11%	-$75.3K	0.04%	309
2024 Q3	$755K	Buy	13,189 +1,546	+13%	+$82.6K	0.05%	274
2024 Q2	$583K	Buy	11,643 +5,289	+83%	+$267K	0.04%	294
2024 Q1	$324K	Buy	6,354 +1,997	+46%	+$97.4K	0.03%	340
2023 Q4	$222K	Buy	+4,357	New	+$217K	0.03%	398

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Meeder Advisory Services's NWE Position: Q1 2026 in Review

Meeder Advisory Services reduced its NorthWestern Energy (NWE) stake by 1% in Q1 2026, selling an estimated $6.84K and leaving 9,894 shares worth $652K. The position accounts for 0.03% of the portfolio, ranked #341.

Meeder Advisory Services first reported a position in NWE in Q4 2023 and has held it in 10 quarters since. The position peaked at $755K in Q3 2024. 370 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

Meeder Advisory Services held 9,894 shares of NorthWestern Energy worth $652K as of Q1 2026.
Meeder Advisory Services sold 101 NorthWestern Energy shares in Q1 2026, an estimated $6.84K.
NorthWestern Energy made up 0.03% of Meeder Advisory Services's portfolio in Q1 2026, its #341 holding.
Meeder Advisory Services first reported a position in NorthWestern Energy in Q4 2023 and has held it in 10 quarters since.
Meeder Advisory Services's NorthWestern Energy position peaked at $755K in Q3 2024.
370 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.