Nomura Holdings’s NorthWestern Energy NWE Stock Holding History

Nomura Holdings’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 Q1	–	Sell	-8,120	Closed	-$434K	–	2212
2024 Q4	$434K	Buy	+8,120	New	+$441K	﹤0.01%	1853
2022 Q1	–	Sell	-61,287	Closed	-$3.5M	–	2284
2021 Q4	$3.5M	Buy	+61,287	New	+$3.48M	0.01%	821
2021 Q2	–	Sell	-8,942	Closed	-$583K	–	2244
2021 Q1	$583K	Buy	+8,942	New	+$529K	﹤0.01%	1294
2018 Q3	–	Sell	-4,605	Closed	-$264K	–	1441
2018 Q2	$264K	Buy	+4,605	New	+$250K	﹤0.01%	1145
2017 Q1	–	Sell	-1,606	Closed	-$91K	–	1517
2016 Q4	$91K	Buy	+1,606	New	+$90.3K	﹤0.01%	1492
2016 Q3	–	Sell	-3,934	Closed	-$247K	–	1321
2016 Q2	$247K	Sell	3,934 -106	-3%	-$6.28K	﹤0.01%	997
2016 Q1	$249K	Sell	4,040 -9,339	-70%	-$538K	﹤0.01%	1133
2015 Q4	$726K	Buy	+13,379	New	+$728K	﹤0.01%	907
2015 Q1	–	Sell	-7,305	Closed	-$413K	–	2127
2014 Q4	$413K	Buy	+7,305	New	+$381K	﹤0.01%	1713
2013 Q3	–	Sell	-13,329	Closed	-$532K	–	2525
2013 Q2	$532K	Buy	+13,329	New	+$548K	﹤0.01%	1279

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nomura Holdings's NWE Position: Q1 2025 in Review

Nomura Holdings sold out of NorthWestern Energy (NWE) in Q1 2025, closing a stake of 8,120 shares — an estimated $434K sold.

Nomura Holdings first reported a position in NWE in Q2 2013 and held it in 10 quarters. The position peaked at $3.5M in Q4 2021. 344 funds tracked by Wall St. Rank hold NWE as of Q1 2025.

Nomura Holdings reported no remaining NorthWestern Energy position as of Q1 2025 after selling out during the quarter.
Nomura Holdings sold 8,120 NorthWestern Energy shares in Q1 2025, an estimated $434K.
Nomura Holdings first reported a position in NorthWestern Energy in Q2 2013 and held it in 10 quarters.
Nomura Holdings's NorthWestern Energy position peaked at $3.5M in Q4 2021.
344 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2025.

Based on Nomura Holdings's 13F filing for Q1 2025, filed 15 May 2025.