Merit Financial Group’s NorthWestern Energy NWE Stock Holding History

Merit Financial 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	$219K	Sell	3,054 -3,511	-53%	-$249K	﹤0.01%	2049
2026 Q1	$433K	Buy	6,565 +845	+15%	+$57.2K	﹤0.01%	1450
2025 Q4	$369K	Buy	+5,720	New	+$362K	﹤0.01%	1450

Other funds holding NWE

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Hager Investment Management Services New London, New Hampshire $217M AUM 56.89% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Merit Financial Group's NWE Position: Q2 2026 in Review

Merit Financial Group reduced its NorthWestern Energy (NWE) stake by 53% in Q2 2026, selling an estimated $249K and leaving 3,054 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

Merit Financial Group first reported a position in NWE in Q4 2025 and has held it in 3 quarters since. The position peaked at $433K in Q1 2026. 51 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Merit Financial Group held 3,054 shares of NorthWestern Energy worth $219K as of Q2 2026.
Merit Financial Group sold 3,511 NorthWestern Energy shares in Q2 2026, an estimated $249K.
NorthWestern Energy made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2049 holding.
Merit Financial Group first reported a position in NorthWestern Energy in Q4 2025 and has held it in 3 quarters since.
Merit Financial Group's NorthWestern Energy position peaked at $433K in Q1 2026.
51 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.