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Occudo Quantitative Strategies’s NorthWestern Energy NWE Stock Holding History

Occudo Quantitative Strategies’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 		$1.19M Buy
16,583
+8,692
+110% +$616K 0.06% 358
2026
Q1 		$571K Buy
+7,891
New +$534K 0.03% 479

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 $3.37T AUM 44.26% 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

Occudo Quantitative Strategies's NWE Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its NorthWestern Energy (NWE) stake by 110% in Q2 2026, buying an estimated $616K and bringing the position to 16,583 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #358.

Occudo Quantitative Strategies first reported a position in NWE in Q1 2026 and has held it in 2 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Occudo Quantitative Strategies held 16,583 shares of NorthWestern Energy worth $1.19M as of Q2 2026.
  • Occudo Quantitative Strategies bought 8,692 NorthWestern Energy shares in Q2 2026, an estimated $616K.
  • NorthWestern Energy made up 0.06% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #358 holding.
  • Occudo Quantitative Strategies first reported a position in NorthWestern Energy in Q1 2026 and has held it in 2 quarters since.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.