Mercer Global Advisors’s NorthWestern Energy NWE Stock Holding History

Mercer Global Advisors’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	$1.2M	Buy	18,201 +637	+4%	+$43.1K	﹤0.01%	1468
2025 Q4	$1.13M	Buy	17,564 +4,839	+38%	+$306K	﹤0.01%	1378
2025 Q3	$746K	Buy	+12,725	New	+$702K	﹤0.01%	1524
2021 Q1	–	Sell	-3,930	Closed	-$229K	–	1658
2020 Q4	$229K	Buy	+3,930	New	+$218K	﹤0.01%	1177
2020 Q3	–	Sell	-3,750	Closed	-$204K	–	1272
2020 Q2	$204K	Buy	+3,750	New	+$217K	﹤0.01%	1000
2020 Q1	–	Sell	-4,937	Closed	-$354K	–	1207
2019 Q4	$354K	Buy	4,937 +175	+4%	+$12.6K	0.01%	856
2019 Q3	$357K	Buy	4,762 +276	+6%	+$19.9K	0.01%	829
2019 Q2	$324K	Sell	4,486 -118	-3%	-$8.38K	0.01%	847
2019 Q1	$324K	Buy	+4,604	New	+$302K	0.01%	795

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

Mercer Global Advisors's NWE Position: Q1 2026 in Review

Mercer Global Advisors increased its NorthWestern Energy (NWE) stake by 3.6% in Q1 2026, buying an estimated $43.1K and bringing the position to 18,201 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Mercer Global Advisors first reported a position in NWE in Q1 2019 and has held it in 9 quarters since. 370 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

Mercer Global Advisors held 18,201 shares of NorthWestern Energy worth $1.2M as of Q1 2026.
Mercer Global Advisors bought 637 NorthWestern Energy shares in Q1 2026, an estimated $43.1K.
NorthWestern Energy made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1468 holding.
Mercer Global Advisors first reported a position in NorthWestern Energy in Q1 2019 and has held it in 9 quarters since.
370 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.