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Pinnacle Wealth Planning Services’s NorthWestern Energy NWE Stock Holding History

Pinnacle Wealth Planning Services’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 		$5.34K Hold
81
– – ﹤0.01% 2244
2025
Q4 		$5.23K Buy
+81
New +$5.13K ﹤0.01% 2266

Other funds holding NWE

BlackRock
BlackRock New York $5.72T 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 $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Pinnacle Wealth Planning Services's NWE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its NorthWestern Energy (NWE) position steady in Q1 2026 at 81 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2244.

Pinnacle Wealth Planning Services first reported a position in NWE in Q4 2025 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 81 shares of NorthWestern Energy worth $5.34K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its NorthWestern Energy share count unchanged in Q1 2026.
  • NorthWestern Energy made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2244 holding.
  • Pinnacle Wealth Planning Services first reported a position in NorthWestern Energy in Q4 2025 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.