&Partners’s NorthWestern Energy NWE Stock Holding History

&Partners’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	$1.38M	Buy	19,012 +7,551	+66%	+$535K	0.01%	1233
2026 Q1	$833K	Buy	+11,461	New	+$776K	﹤0.01%	1404

Other funds holding NWE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

&Partners's NWE Position: Q2 2026 in Review

&Partners increased its NorthWestern Energy (NWE) stake by 66% in Q2 2026, buying an estimated $535K and bringing the position to 19,012 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #1233.

&Partners 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.

&Partners held 19,012 shares of NorthWestern Energy worth $1.38M as of Q2 2026.
&Partners bought 7,551 NorthWestern Energy shares in Q2 2026, an estimated $535K.
NorthWestern Energy made up 0.01% of &Partners's portfolio in Q2 2026, its #1233 holding.
&Partners 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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.