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Moloney Securities Asset Management’s NorthWestern Energy NWE Stock Holding History

Moloney Securities Asset Management’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
Q2 		– Sell
-5,309
Closed -$307K – 515
2025
Q1 		$307K Buy
+5,309
New +$289K 0.04% 352

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RRAM
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Geode Capital Management
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Moloney Securities Asset Management's NWE Position: Q2 2025 in Review

Moloney Securities Asset Management sold out of NorthWestern Energy (NWE) in Q2 2025, closing a stake of 5,309 shares — an estimated $307K sold.

Moloney Securities Asset Management first reported a position in NWE in Q1 2025 and held it in 1 quarter. The position peaked at $307K in Q1 2025. 335 funds tracked by Wall St. Rank hold NWE as of Q2 2025.

  • Moloney Securities Asset Management reported no remaining NorthWestern Energy position as of Q2 2025 after selling out during the quarter.
  • Moloney Securities Asset Management sold 5,309 NorthWestern Energy shares in Q2 2025, an estimated $307K.
  • Moloney Securities Asset Management first reported a position in NorthWestern Energy in Q1 2025 and held it in 1 quarter.
  • Moloney Securities Asset Management's NorthWestern Energy position peaked at $307K in Q1 2025.
  • 335 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2025.

Based on Moloney Securities Asset Management's 13F filing for Q2 2025, filed 31 Jul 2025.