Physician Wealth Advisors’s NorthWestern Energy NWE Stock Holding History

Physician Wealth 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
2026 Q2	$310K	Sell	4,325 -500	-10%	-$35.4K	0.04%	156
2026 Q1	$318K	Hold	4,825	–	–	0.04%	142
2025 Q4	$311K	Hold	4,825	–	–	0.04%	137
2025 Q3	$283K	Buy	4,825 +46	+1%	+$2.54K	0.04%	149
2025 Q2	$245K	Hold	4,779	–	–	0.04%	156
2025 Q1	$277K	Hold	4,779	–	–	0.05%	144
2024 Q4	$255K	Hold	4,779	–	–	0.04%	154
2024 Q3	$269K	Hold	4,779	–	–	0.05%	148
2024 Q2	$252K	Hold	4,779	–	–	0.05%	143
2024 Q1	$229K	Sell	4,779 -4	-0.1%	-$195	0.05%	150
2023 Q4	$229K	Hold	4,783	–	–	0.05%	146
2023 Q3	$236K	Hold	4,783	–	–	0.06%	132
2023 Q2	$274K	Buy	4,783 +26	+0.5%	+$1.52K	0.07%	121
2023 Q1	$281K	Hold	4,757	–	–	0.07%	115
2022 Q4	$270K	Hold	4,757	–	–	0.07%	121
2022 Q3	$240K	Hold	4,757	–	–	0.07%	126
2022 Q2	$258K	Sell	4,757 -743	-14%	-$44.2K	0.07%	126
2022 Q1	$325K	Hold	5,500	–	–	0.09%	111
2021 Q4	$315K	Hold	5,500	–	–	0.08%	118
2021 Q3	$314K	Hold	5,500	–	–	0.09%	117
2021 Q2	$338K	Hold	5,500	–	–	0.1%	109
2021 Q1	$363K	Hold	5,500	–	–	0.12%	97
2020 Q4	$320K	Hold	5,500	–	–	0.11%	101
2020 Q3	$295K	Hold	5,500	–	–	0.12%	100
2020 Q2	$313K	Buy	+5,500	New	+$319K	0.13%	98

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

Physician Wealth Advisors's NWE Position: Q2 2026 in Review

Physician Wealth Advisors reduced its NorthWestern Energy (NWE) stake by 10% in Q2 2026, selling an estimated $35.4K and leaving 4,325 shares worth $310K. The position accounts for 0.04% of the portfolio, ranked #156.

Physician Wealth Advisors first reported a position in NWE in Q2 2020 and has held it in 25 quarters since. The position peaked at $363K in Q1 2021. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Physician Wealth Advisors held 4,325 shares of NorthWestern Energy worth $310K as of Q2 2026.
Physician Wealth Advisors sold 500 NorthWestern Energy shares in Q2 2026, an estimated $35.4K.
NorthWestern Energy made up 0.04% of Physician Wealth Advisors's portfolio in Q2 2026, its #156 holding.
Physician Wealth Advisors first reported a position in NorthWestern Energy in Q2 2020 and has held it in 25 quarters since.
Physician Wealth Advisors's NorthWestern Energy position peaked at $363K in Q1 2021.
376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.