Pathstone Holdings
NWE icon

Pathstone Holdings’s NorthWestern Energy NWE Stock Holding History

Pathstone Holdings’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
Q1 		$336K Buy
5,097
+118
+2% +$7.99K ﹤0.01% 1926
2025
Q4 		$321K Buy
4,979
+241
+5% +$15.3K ﹤0.01% 1931
2025
Q3 		$278K Buy
+4,738
New +$261K ﹤0.01% 2057
2025
Q2 		– Sell
-6,663
Closed -$386K – 2287
2025
Q1 		$386K Buy
6,663
+1,471
+28% +$80K ﹤0.01% 1839
2024
Q4 		$278K Sell
5,192
-66
-1% -$3.59K ﹤0.01% 2002
2024
Q3 		$301K Buy
5,258
+52
+1% +$2.78K ﹤0.01% 1970
2024
Q2 		$261K Buy
+5,206
New +$263K ﹤0.01% 2018
2024
Q1 		– Sell
-4,068
Closed -$207K – 2335
2023
Q4 		$207K Buy
+4,068
New +$203K ﹤0.01% 2043

Other funds holding NWE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return