Prelude Capital Management’s NorthWestern Energy NWE Stock Holding History

Prelude Capital Management’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	$2.15M	Buy	32,629 +4,367	+15%	+$296K	0.16%	158
2025 Q4	$1.82M	Buy	28,262 +20,438	+261%	+$1.29M	0.13%	169
2025 Q3	$459K	Buy	+7,824	New	+$432K	0.04%	523
2020 Q3	–	Sell	-709	Closed	-$39K	–	2198
2020 Q2	$39K	Buy	+709	New	+$41.1K	﹤0.01%	1223
2019 Q1	–	Sell	-1,675	Closed	-$100K	–	2045
2018 Q4	$100K	Buy	+1,675	New	+$103K	0.01%	931
2017 Q2	–	Sell	-3,600	Closed	-$211K	–	1776
2017 Q1	$211K	Buy	+3,600	New	+$207K	0.02%	544
2016 Q1	–	Sell	-46	Closed	-$2K	–	1439
2015 Q4	$2K	Buy	+46	New	+$2.5K	﹤0.01%	1401
2014 Q4	–	Sell	-2,873	Closed	-$130K	–	2082
2014 Q3	$130K	Buy	+2,873	New	+$138K	0.02%	948
2014 Q2	–	Sell	-6,693	Closed	-$317K	–	2096
2014 Q1	$317K	Sell	6,693 -5,896	-47%	-$266K	0.04%	569
2013 Q4	$545K	Buy	+12,589	New	+$562K	0.09%	320
2013 Q3	–	Sell	-21,900	Closed	-$874K	–	1801
2013 Q2	$874K	Buy	+21,900	New	+$901K	0.19%	128

Other funds holding NWE

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Prelude Capital Management's NWE Position: Q1 2026 in Review

Prelude Capital Management increased its NorthWestern Energy (NWE) stake by 15% in Q1 2026, buying an estimated $296K and bringing the position to 32,629 shares worth $2.15M. The position accounts for 0.16% of the portfolio, ranked #158.

Prelude Capital Management first reported a position in NWE in Q2 2013 and has held it in 11 quarters since. 370 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

Prelude Capital Management held 32,629 shares of NorthWestern Energy worth $2.15M as of Q1 2026.
Prelude Capital Management bought 4,367 NorthWestern Energy shares in Q1 2026, an estimated $296K.
NorthWestern Energy made up 0.16% of Prelude Capital Management's portfolio in Q1 2026, its #158 holding.
Prelude Capital Management first reported a position in NorthWestern Energy in Q2 2013 and has held it in 11 quarters since.
370 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.