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Millstone Evans Group’s NorthWestern Energy NWE Stock Holding History

Millstone Evans 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 		$2.51K Hold
35
– – ﹤0.01% 761
2026
Q1 		$2.31K Hold
35
– – ﹤0.01% 743
2025
Q4 		$2.26K Hold
35
– – ﹤0.01% 743
2025
Q3 		$2.05K Hold
35
– – ﹤0.01% 738
2025
Q2 		$1.8K Hold
35
– – ﹤0.01% 681
2025
Q1 		$2.02K Hold
35
– – ﹤0.01% 698
2024
Q4 		$1.87K Buy
+35
New +$1.9K ﹤0.01% 653

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 $3.37T AUM 44.26% 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

Millstone Evans Group's NWE Position: Q2 2026 in Review

Millstone Evans Group held its NorthWestern Energy (NWE) position steady in Q2 2026 at 35 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Millstone Evans Group first reported a position in NWE in Q4 2024 and has held it in 7 quarters since. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Millstone Evans Group held 35 shares of NorthWestern Energy worth $2.51K as of Q2 2026.
  • Millstone Evans Group left its NorthWestern Energy share count unchanged in Q2 2026.
  • NorthWestern Energy made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #761 holding.
  • Millstone Evans Group first reported a position in NorthWestern Energy in Q4 2024 and has held it in 7 quarters since.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.