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NewEdge Advisors’s NorthWestern Energy NWE Stock Holding History

NewEdge Advisors’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
-62
Closed -$3.63K – 4339
2025
Q3 		$3.63K Hold
62
– – ﹤0.01% 3626
2025
Q2 		$3.18K Hold
62
– – ﹤0.01% 3519
2025
Q1 		$3.59K Hold
62
– – ﹤0.01% 3384
2024
Q4 		$3.31K Hold
62
– – ﹤0.01% 3341
2024
Q3 		$3.55K Hold
62
– – ﹤0.01% 3267
2024
Q2 		$3.1K Sell
62
-126
-67% -$6.37K ﹤0.01% 3234
2024
Q1 		$9.57K Sell
188
-165
-47% -$8.05K ﹤0.01% 2902
2023
Q4 		$18K Buy
353
+263
+292% +$13.1K ﹤0.01% 2609
2023
Q3 		$4.34K Buy
90
+28
+45% +$1.49K ﹤0.01% 2852
2023
Q2 		$3.52K Hold
62
– – ﹤0.01% 2930
2023
Q1 		$3.59K Sell
62
-67
-52% -$3.83K ﹤0.01% 2882
2022
Q4 		$3.98K Buy
+129
New +$7.04K ﹤0.01% 2661
2017
Q4 		– Sell
-6,167
Closed -$354K – 420
2017
Q3 		$354K Sell
6,167
-372
-6% -$22.2K 0.06% 252
2017
Q2 		$390K Buy
6,539
+1,141
+21% +$69.6K 0.07% 225
2017
Q1 		$321K Buy
5,398
+484
+10% +$27.8K 0.07% 198
2016
Q4 		$283K Sell
4,914
-2,855
-37% -$161K 0.08% 197
2016
Q3 		$447K Buy
+7,769
New +$463K 0.14% 130

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Neuberger Berman Group
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NewEdge Advisors's NWE Position: Q4 2025 in Review

NewEdge Advisors sold out of NorthWestern Energy (NWE) in Q4 2025, closing a stake of 62 shares — an estimated $3.63K sold.

NewEdge Advisors first reported a position in NWE in Q3 2016 and held it in 17 quarters. The position peaked at $447K in Q3 2016. 358 funds tracked by Wall St. Rank hold NWE as of Q4 2025.

  • NewEdge Advisors reported no remaining NorthWestern Energy position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 62 NorthWestern Energy shares in Q4 2025, an estimated $3.63K.
  • NewEdge Advisors first reported a position in NorthWestern Energy in Q3 2016 and held it in 17 quarters.
  • NewEdge Advisors's NorthWestern Energy position peaked at $447K in Q3 2016.
  • 358 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.