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Phillips Wealth Planners’s NorthWestern Energy NWE Stock Holding History

Phillips Wealth Planners’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 		$280K Sell
3,952
-41
-1% -$2.91K 0.21% 156
2026
Q1 		$283K Buy
3,993
+29
+0.7% +$1.96K 0.21% 164
2025
Q4 		$271K Sell
3,964
-496
-11% -$31.4K 0.22% 158
2025
Q3 		$259K Buy
+4,460
New +$246K 0.22% 164

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

Phillips Wealth Planners's NWE Position: Q2 2026 in Review

Phillips Wealth Planners reduced its NorthWestern Energy (NWE) stake by 1% in Q2 2026, selling an estimated $2.91K and leaving 3,952 shares worth $280K. The position accounts for 0.21% of the portfolio, ranked #156.

Phillips Wealth Planners first reported a position in NWE in Q3 2025 and has held it in 4 quarters since. The position peaked at $283K in Q1 2026. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Phillips Wealth Planners held 3,952 shares of NorthWestern Energy worth $280K as of Q2 2026.
  • Phillips Wealth Planners sold 41 NorthWestern Energy shares in Q2 2026, an estimated $2.91K.
  • NorthWestern Energy made up 0.21% of Phillips Wealth Planners's portfolio in Q2 2026, its #156 holding.
  • Phillips Wealth Planners first reported a position in NorthWestern Energy in Q3 2025 and has held it in 4 quarters since.
  • Phillips Wealth Planners's NorthWestern Energy position peaked at $283K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.