Polar Asset Management Partners’s NorthWestern Energy NWE Stock Holding History

Polar Asset Management Partners’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	$8.8M	Buy	122,834 +101,847	+485%	+$7.22M	0.14%	176
2026 Q1	$1.38M	Hold	20,987	–	–	0.03%	398
2025 Q4	$1.35M	Buy	+20,987	New	+$1.33M	0.02%	415
2021 Q3	–	Sell	-14,223	Closed	-$857K	–	1349
2021 Q2	$857K	Buy	+14,223	New	+$926K	0.01%	668

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

Polar Asset Management Partners's NWE Position: Q2 2026 in Review

Polar Asset Management Partners increased its NorthWestern Energy (NWE) stake by 485% in Q2 2026, buying an estimated $7.22M and bringing the position to 122,834 shares worth $8.8M. The position accounts for 0.14% of the portfolio, ranked #176.

Polar Asset Management Partners first reported a position in NWE in Q2 2021 and has held it in 4 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Polar Asset Management Partners held 122,834 shares of NorthWestern Energy worth $8.8M as of Q2 2026.
Polar Asset Management Partners bought 101,847 NorthWestern Energy shares in Q2 2026, an estimated $7.22M.
NorthWestern Energy made up 0.14% of Polar Asset Management Partners's portfolio in Q2 2026, its #176 holding.
Polar Asset Management Partners first reported a position in NorthWestern Energy in Q2 2021 and has held it in 4 quarters since.
375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Polar Asset Management Partners's 13F filing for Q2 2026, filed 14 Aug 2026.