Nuveen
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Nuveen’s NorthWestern Energy NWE Stock Holding History

Nuveen’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
2016
Q1 		– Sell
-5,000
Closed -$271K – 1469
2015
Q4 		$271K Sell
5,000
-5,000
-50% -$272K ﹤0.01% 1389
2015
Q3 		$538K Sell
10,000
-5,000
-33% -$261K ﹤0.01% 1302
2015
Q2 		$731K Buy
15,000
+1,000
+7% +$51.7K ﹤0.01% 1268
2015
Q1 		$753K Buy
+14,000
New +$772K ﹤0.01% 1259

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Nuveen's NWE Position: Q2 2026 in Review

Nuveen increased its NorthWestern Energy (NWE) stake by 4.1% in Q2 2026, buying an estimated $1.41M and bringing the position to 506,874 shares worth $36.3M. The position accounts for 0.01% of the portfolio, ranked #896.

Nuveen first reported a position in NWE in Q4 2014 and has held it in 37 quarters since. The position peaked at $53.5M in Q1 2025. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Nuveen held 506,874 shares of NorthWestern Energy worth $36.3M as of Q2 2026.
  • Nuveen bought 19,835 NorthWestern Energy shares in Q2 2026, an estimated $1.41M.
  • NorthWestern Energy made up 0.01% of Nuveen's portfolio in Q2 2026, its #896 holding.
  • Nuveen first reported a position in NorthWestern Energy in Q4 2014 and has held it in 37 quarters since.
  • Nuveen's NorthWestern Energy position peaked at $53.5M in Q1 2025.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.