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Passumpsic Savings Bank’s NorthWestern Energy NWE Stock Holding History

Passumpsic Savings Bank’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
Q4 		$720K Buy
+11,153
New +$706K 0.39% 55
2024
Q4 		$575K Buy
10,758
+106
+1% +$5.76K 0.36% 60
2024
Q3 		$610K Buy
+10,652
New +$569K 0.4% 59

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Passumpsic Savings Bank's NWE Position: Q4 2025 in Review

Passumpsic Savings Bank opened a new position in NorthWestern Energy (NWE) in Q4 2025: 11,153 shares worth $720K. The stake represents 0.39% of the portfolio and ranks #55 among its holdings. This is a return to the name: Passumpsic Savings Bank previously reported a position in NWE as recently as Q4 2024.

Passumpsic Savings Bank first reported a position in NWE in Q3 2024 and has held it in 3 quarters since. 358 funds tracked by Wall St. Rank hold NWE as of Q4 2025.

  • Passumpsic Savings Bank held 11,153 shares of NorthWestern Energy worth $720K as of Q4 2025.
  • NorthWestern Energy was a new Passumpsic Savings Bank position in Q4 2025.
  • NorthWestern Energy made up 0.39% of Passumpsic Savings Bank's portfolio in Q4 2025, its #55 holding.
  • Passumpsic Savings Bank first reported a position in NorthWestern Energy in Q3 2024 and has held it in 3 quarters since.
  • 358 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2025.

Based on Passumpsic Savings Bank's 13F filing for Q4 2025, filed 5 Feb 2026.