Pinnacle Wealth Planning Services
NWE icon

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
Q3 		$5.54K Hold
81
– – ﹤0.01% 2272
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Pinnacle Wealth Planning Services's NWE Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its NorthWestern Energy (NWE) position steady in Q3 2026 at 81 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

Pinnacle Wealth Planning Services first reported a position in NWE in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.8K in Q2 2026. 236 funds tracked by Wall St. Rank hold NWE as of Q3 2026.

  • Pinnacle Wealth Planning Services held 81 shares of NorthWestern Energy worth $5.54K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its NorthWestern Energy share count unchanged in Q3 2026.
  • NorthWestern Energy made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2272 holding.
  • Pinnacle Wealth Planning Services first reported a position in NorthWestern Energy in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's NorthWestern Energy position peaked at $5.8K in Q2 2026.
  • 236 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.