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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
Q2 		$691K Sell
9,654
-240
-2% -$17K 0.03% 360
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
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 $3.38T AUM 44.17% 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

Meeder Advisory Services's NWE Position: Q2 2026 in Review

Meeder Advisory Services reduced its NorthWestern Energy (NWE) stake by 2.4% in Q2 2026, selling an estimated $17K and leaving 9,654 shares worth $691K. The position accounts for 0.03% of the portfolio, ranked #360.

Meeder Advisory Services first reported a position in NWE in Q4 2023 and has held it in 11 quarters since. The position peaked at $755K in Q3 2024. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Meeder Advisory Services held 9,654 shares of NorthWestern Energy worth $691K as of Q2 2026.
  • Meeder Advisory Services sold 240 NorthWestern Energy shares in Q2 2026, an estimated $17K.
  • NorthWestern Energy made up 0.03% of Meeder Advisory Services's portfolio in Q2 2026, its #360 holding.
  • Meeder Advisory Services first reported a position in NorthWestern Energy in Q4 2023 and has held it in 11 quarters since.
  • Meeder Advisory Services's NorthWestern Energy position peaked at $755K in Q3 2024.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.