Mitsubishi UFJ Trust & Banking
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Mitsubishi UFJ Trust & Banking’s NorthWestern Energy NWE Stock Holding History

Mitsubishi UFJ Trust & Banking’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
2025
Q3 		– Sell
-3,824
Closed -$196K – 1132
2025
Q2 		$196K Buy
3,824
+981
+35% +$54.2K ﹤0.01% 986
2025
Q1 		$165K Buy
2,843
+682
+32% +$37.1K ﹤0.01% 1013
2024
Q4 		$116K Sell
2,161
-1,362
-39% -$74K ﹤0.01% 1019
2024
Q3 		$202K Hold
3,523
– – ﹤0.01% 1020
2024
Q2 		$176K Buy
3,523
+2,981
+550% +$151K ﹤0.01% 1015
2024
Q1 		$27.6K Buy
+542
New +$26.4K ﹤0.01% 1064
2023
Q2 		– Sell
-471
Closed -$27.3K – 1179
2023
Q1 		$27.3K Sell
471
-3,968
-89% -$227K ﹤0.01% 1126
2022
Q4 		$263K Sell
4,439
-474
-10% -$25.9K ﹤0.01% 979
2022
Q3 		$242K Buy
4,913
+283
+6% +$15.5K ﹤0.01% 998
2022
Q2 		$273K Sell
4,630
-347
-7% -$20.7K ﹤0.01% 1008
2022
Q1 		$301K Hold
4,977
– – ﹤0.01% 1154
2021
Q4 		$284K Buy
4,977
+600
+14% +$34.1K ﹤0.01% 1198
2021
Q3 		$251K Hold
4,377
– – ﹤0.01% 1227
2021
Q2 		$267K Sell
4,377
-6,074
-58% -$395K ﹤0.01% 1228
2021
Q1 		$649K Sell
10,451
-1,292
-11% -$76.4K ﹤0.01% 979
2020
Q4 		$685K Sell
11,743
-37
-0.3% -$2.06K ﹤0.01% 1019
2020
Q3 		$573K Sell
11,780
-139
-1% -$7.38K ﹤0.01% 981
2020
Q2 		$650K Sell
11,919
-232
-2% -$13.4K ﹤0.01% 930
2020
Q1 		$727K Buy
12,151
+227
+2% +$16.2K ﹤0.01% 886
2019
Q4 		$855K Sell
11,924
-5,488
-32% -$396K ﹤0.01% 930
2019
Q3 		$1.31M Buy
17,412
+11,209
+181% +$808K ﹤0.01% 867
2019
Q2 		$448K Buy
6,203
+101
+2% +$7.17K ﹤0.01% 792
2019
Q1 		$430K Buy
6,102
+224
+4% +$14.7K ﹤0.01% 764
2018
Q4 		$349K Sell
5,878
-98
-2% -$6.01K ﹤0.01% 760
2018
Q3 		$351K Sell
5,976
-186
-3% -$11K ﹤0.01% 761
2018
Q2 		$353K Buy
6,162
+91
+1% +$4.94K ﹤0.01% 763
2018
Q1 		$327K Buy
6,071
+344
+6% +$18.2K ﹤0.01% 775
2017
Q4 		$342K Buy
5,727
+109
+2% +$6.57K ﹤0.01% 770
2017
Q3 		$320K Sell
5,618
-120
-2% -$7.16K ﹤0.01% 764
2017
Q2 		$350K Sell
5,738
-94
-2% -$5.74K ﹤0.01% 753
2017
Q1 		$342K Sell
5,832
-329
-5% -$18.9K ﹤0.01% 748
2016
Q4 		$350K Sell
6,161
-760
-11% -$42.7K ﹤0.01% 758
2016
Q3 		$398K Buy
6,921
+1,206
+21% +$71.9K ﹤0.01% 742
2016
Q2 		$360K Buy
5,715
+444
+8% +$26.3K ﹤0.01% 753
2016
Q1 		$325K Buy
5,271
+337
+7% +$19.4K ﹤0.01% 753
2015
Q4 		$268K Buy
4,934
+135
+3% +$7.34K ﹤0.01% 757
2015
Q3 		$258K Buy
4,799
+251
+6% +$13.1K ﹤0.01% 748
2015
Q2 		$222K Sell
4,548
-144
-3% -$7.44K ﹤0.01% 774
2015
Q1 		$252K Buy
+4,692
New +$259K ﹤0.01% 757

Other funds holding NWE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking's NWE Position: Q3 2025 in Review

Mitsubishi UFJ Trust & Banking sold out of NorthWestern Energy (NWE) in Q3 2025, closing a stake of 3,824 shares — an estimated $196K sold.

Mitsubishi UFJ Trust & Banking first reported a position in NWE in Q1 2015 and held it in 39 quarters. The position peaked at $1.31M in Q3 2019. 329 funds tracked by Wall St. Rank hold NWE as of Q3 2025.

  • Mitsubishi UFJ Trust & Banking reported no remaining NorthWestern Energy position as of Q3 2025 after selling out during the quarter.
  • Mitsubishi UFJ Trust & Banking sold 3,824 NorthWestern Energy shares in Q3 2025, an estimated $196K.
  • Mitsubishi UFJ Trust & Banking first reported a position in NorthWestern Energy in Q1 2015 and held it in 39 quarters.
  • Mitsubishi UFJ Trust & Banking's NorthWestern Energy position peaked at $1.31M in Q3 2019.
  • 329 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2025.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q3 2025, filed 31 Oct 2025.