New York Life Investment Management’s NorthWestern Energy NWE Stock Holding History

New York Life Investment 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
2026 Q2	$9.19M	Sell	128,309 -1,690	-1%	-$120K	0.06%	241
2026 Q1	$8.57M	Sell	129,999 -7,844	-6%	-$531K	0.07%	228
2025 Q4	$8.9M	Buy	137,843 +8,765	+7%	+$555K	0.08%	217
2025 Q3	$7.57M	Buy	+129,078	New	+$7.12M	0.07%	253
2024 Q2	–	Sell	-7,279	Closed	-$371K	–	1168
2024 Q1	$371K	Buy	7,279 +1,264	+21%	+$61.7K	﹤0.01%	961
2023 Q4	$306K	Sell	6,015 -139	-2%	-$6.94K	﹤0.01%	1204
2023 Q3	$296K	Sell	6,154 -967	-14%	-$51.5K	﹤0.01%	1165
2023 Q2	$404K	Sell	7,121 -1,160	-14%	-$67.8K	﹤0.01%	987
2023 Q1	$479K	Sell	8,281 -1,098	-12%	-$62.7K	0.01%	917
2022 Q4	$557K	Buy	9,379 +1,058	+13%	+$57.7K	0.01%	841
2022 Q3	$410K	Buy	8,321 +612	+8%	+$33.6K	0.01%	930
2022 Q2	$454K	Buy	+7,709	New	+$459K	0.01%	780

Other funds holding NWE

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RRAM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

COPPSERS

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

FPB

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

New York Life Investment Management's NWE Position: Q2 2026 in Review

New York Life Investment Management reduced its NorthWestern Energy (NWE) stake by 1.3% in Q2 2026, selling an estimated $120K and leaving 128,309 shares worth $9.19M. The position accounts for 0.06% of the portfolio, ranked #241.

New York Life Investment Management first reported a position in NWE in Q2 2022 and has held it in 12 quarters since. 168 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

New York Life Investment Management held 128,309 shares of NorthWestern Energy worth $9.19M as of Q2 2026.
New York Life Investment Management sold 1,690 NorthWestern Energy shares in Q2 2026, an estimated $120K.
NorthWestern Energy made up 0.06% of New York Life Investment Management's portfolio in Q2 2026, its #241 holding.
New York Life Investment Management first reported a position in NorthWestern Energy in Q2 2022 and has held it in 12 quarters since.
168 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.