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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
Q2 		$5.8K Hold
81
– – ﹤0.01% 2258
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 $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

Pinnacle Wealth Planning Services's NWE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its NorthWestern Energy (NWE) position steady in Q2 2026 at 81 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2258.

Pinnacle Wealth Planning Services first reported a position in NWE in Q4 2025 and has held it in 3 quarters since. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 81 shares of NorthWestern Energy worth $5.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its NorthWestern Energy share count unchanged in Q2 2026.
  • NorthWestern Energy made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2258 holding.
  • Pinnacle Wealth Planning Services first reported a position in NorthWestern Energy in Q4 2025 and has held it in 3 quarters since.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.