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 Q2	$832K	Sell	11,619 -6,582	-36%	-$467K	﹤0.01%	1893
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Mercer Global Advisors's NWE Position: Q2 2026 in Review

Mercer Global Advisors reduced its NorthWestern Energy (NWE) stake by 36% in Q2 2026, selling an estimated $467K and leaving 11,619 shares worth $832K. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

Mercer Global Advisors first reported a position in NWE in Q1 2019 and has held it in 10 quarters since. The position peaked at $1.2M in Q1 2026. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Mercer Global Advisors held 11,619 shares of NorthWestern Energy worth $832K as of Q2 2026.
Mercer Global Advisors sold 6,582 NorthWestern Energy shares in Q2 2026, an estimated $467K.
NorthWestern Energy made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1893 holding.
Mercer Global Advisors first reported a position in NorthWestern Energy in Q1 2019 and has held it in 10 quarters since.
Mercer Global Advisors's NorthWestern Energy position peaked at $1.2M in Q1 2026.
376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.