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Operose Advisors’s NorthWestern Energy NWE Stock Holding History

Operose 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
Q3 		– Sell
-300
Closed -$15.4K – 464
2025
Q2 		$15.4K Buy
+300
New +$16.6K ﹤0.01% 311

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

Operose Advisors's NWE Position: Q3 2025 in Review

Operose Advisors sold out of NorthWestern Energy (NWE) in Q3 2025, closing a stake of 300 shares — an estimated $15.4K sold.

Operose Advisors first reported a position in NWE in Q2 2025 and held it in 1 quarter. The position peaked at $15.4K in Q2 2025. 329 funds tracked by Wall St. Rank hold NWE as of Q3 2025.

  • Operose Advisors reported no remaining NorthWestern Energy position as of Q3 2025 after selling out during the quarter.
  • Operose Advisors sold 300 NorthWestern Energy shares in Q3 2025, an estimated $15.4K.
  • Operose Advisors first reported a position in NorthWestern Energy in Q2 2025 and held it in 1 quarter.
  • Operose Advisors's NorthWestern Energy position peaked at $15.4K in Q2 2025.
  • 329 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2025.

Based on Operose Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.