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NewSquare Capital’s NorthWestern Energy NWE Stock Holding History

NewSquare Capital’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
-35
Closed -$1.8K – 881
2025
Q2 		$1.8K Sell
35
-27
-44% -$1.49K ﹤0.01% 985
2025
Q1 		$3.59K Buy
62
+27
+77% +$1.47K ﹤0.01% 752
2024
Q4 		$1.87K Buy
+35
New +$1.9K ﹤0.01% 560

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 $8.99B AUM 12.83% 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

NewSquare Capital's NWE Position: Q3 2025 in Review

NewSquare Capital sold out of NorthWestern Energy (NWE) in Q3 2025, closing a stake of 35 shares — an estimated $1.8K sold.

NewSquare Capital first reported a position in NWE in Q4 2024 and held it in 3 quarters. The position peaked at $3.59K in Q1 2025. 329 funds tracked by Wall St. Rank hold NWE as of Q3 2025.

  • NewSquare Capital reported no remaining NorthWestern Energy position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 35 NorthWestern Energy shares in Q3 2025, an estimated $1.8K.
  • NewSquare Capital first reported a position in NorthWestern Energy in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's NorthWestern Energy position peaked at $3.59K in Q1 2025.
  • 329 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.