Natixis’s NorthWestern Energy NWE Stock Holding History

Natixis’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 Q4	–	Sell	-25,822	Closed	-$1.51M	–	1243
2025 Q3	$1.51M	Buy	+25,822	New	+$1.43M	0.01%	608
2024 Q2	–	Sell	-8,798	Closed	-$448K	–	1103
2024 Q1	$448K	Buy	+8,798	New	+$429K	﹤0.01%	648
2020 Q3	–	Sell	-17,000	Closed	-$927K	–	849
2020 Q2	$927K	Hold	17,000	–	–	0.01%	531
2020 Q1	$1.02M	Sell	17,000 -17,627	-51%	-$1.26M	0.01%	485
2019 Q4	$2.48M	Buy	+34,627	New	+$2.5M	0.02%	519
2018 Q1	–	Sell	-3,428	Closed	-$205K	–	949
2017 Q4	$205K	Sell	3,428 -5,949	-63%	-$359K	﹤0.01%	785
2017 Q3	$534K	Buy	9,377 +5,685	+154%	+$339K	﹤0.01%	663
2017 Q2	$225K	Sell	3,692 -1,225	-25%	-$74.7K	﹤0.01%	729
2017 Q1	$289K	Buy	4,917 +1,187	+32%	+$68.2K	﹤0.01%	717
2016 Q4	$212K	Buy	+3,730	New	+$210K	﹤0.01%	794

Other funds holding NWE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

RRAM

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

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

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis's NWE Position: Q4 2025 in Review

Natixis sold out of NorthWestern Energy (NWE) in Q4 2025, closing a stake of 25,822 shares — an estimated $1.51M sold.

Natixis first reported a position in NWE in Q4 2016 and held it in 10 quarters. The position peaked at $2.48M in Q4 2019. 358 funds tracked by Wall St. Rank hold NWE as of Q4 2025.

Natixis reported no remaining NorthWestern Energy position as of Q4 2025 after selling out during the quarter.
Natixis sold 25,822 NorthWestern Energy shares in Q4 2025, an estimated $1.51M.
Natixis first reported a position in NorthWestern Energy in Q4 2016 and held it in 10 quarters.
Natixis's NorthWestern Energy position peaked at $2.48M in Q4 2019.
358 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2025.

Based on Natixis's 13F filing for Q4 2025, filed 13 Feb 2026.