Principal Financial Group’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17M | Buy |
237,671
+12,507
| +6% | +$886K | 0.01% | 1100 |
|
|
2026
Q1 | $14.8M | Buy |
225,164
+92,134
| +69% | +$6.24M | 0.01% | 1098 |
|
|
2025
Q4 | $8.59M | Sell |
133,030
-31,865
| -19% | -$2.02M | ﹤0.01% | 1388 |
|
|
2025
Q3 | $9.66M | Sell |
164,895
-105,729
| -39% | -$5.84M | ﹤0.01% | 1307 |
|
|
2025
Q2 | $13.9M | Buy |
270,624
+89,432
| +49% | +$4.94M | 0.01% | 1073 |
|
|
2025
Q1 | $10.5M | Buy |
181,192
+7,177
| +4% | +$390K | 0.01% | 1231 |
|
|
2024
Q4 | $9.3M | Buy |
174,015
+2,653
| +2% | +$144K | 0.01% | 1326 |
|
|
2024
Q3 | $9.81M | Sell |
171,362
-58,668
| -26% | -$3.13M | 0.01% | 1287 |
|
|
2024
Q2 | $11.5M | Sell |
230,030
-26,852
| -10% | -$1.36M | 0.01% | 1189 |
|
|
2024
Q1 | $13.1M | Buy |
256,882
+28,130
| +12% | +$1.37M | 0.01% | 1165 |
|
|
2023
Q4 | $11.6M | Buy |
228,752
+3,106
| +1% | +$155K | 0.01% | 1210 |
|
|
2023
Q3 | $10.8M | Sell |
225,646
-817
| -0.4% | -$43.6K | 0.01% | 1187 |
|
|
2023
Q2 | $12.9M | Sell |
226,463
-3,057
| -1% | -$179K | 0.01% | 1114 |
|
|
2023
Q1 | $13.3M | Buy |
229,520
+4,671
| +2% | +$267K | 0.01% | 1113 |
|
|
2022
Q4 | $13.3M | Buy |
224,849
+6,333
| +3% | +$345K | 0.01% | 1076 |
|
|
2022
Q3 | $10.8M | Buy |
218,516
+8,106
| +4% | +$445K | 0.01% | 1156 |
|
|
2022
Q2 | $12.4M | Buy |
210,410
+27,449
| +15% | +$1.63M | 0.01% | 1135 |
|
|
2022
Q1 | $11.1M | Buy |
182,961
+2,987
| +2% | +$175K | 0.01% | 1314 |
|
|
2021
Q4 | $10.3M | Buy |
179,974
+1,387
| +0.8% | +$78.8K | 0.01% | 1380 |
|
|
2021
Q3 | $10.2M | Buy |
178,587
+551
| +0.3% | +$34.2K | 0.01% | 1394 |
|
|
2021
Q2 | $10.7M | Sell |
178,036
-63,540
| -26% | -$4.14M | 0.01% | 1397 |
|
|
2021
Q1 | $15.8M | Buy |
241,576
+35,494
| +17% | +$2.1M | 0.01% | 1113 |
|
|
2020
Q4 | $12M | Buy |
206,082
+22,670
| +12% | +$1.26M | 0.01% | 1121 |
|
|
2020
Q3 | $8.92M | Buy |
183,412
+5,746
| +3% | +$305K | 0.01% | 1141 |
|
|
2020
Q2 | $9.69M | Sell |
177,666
-14,297
| -7% | -$828K | 0.01% | 1079 |
|
|
2020
Q1 | $11.5M | Sell |
191,963
-63,394
| -25% | -$4.52M | 0.01% | 828 |
|
|
2019
Q4 | $18.3M | Sell |
255,357
-5,184
| -2% | -$374K | 0.02% | 868 |
|
|
2019
Q3 | $19.6M | Buy |
260,541
+996
| +0.4% | +$71.8K | 0.02% | 786 |
|
|
2019
Q2 | $18.7M | Buy |
259,545
+36,424
| +16% | +$2.59M | 0.02% | 807 |
|
|
2019
Q1 | $15.7M | Sell |
223,121
-303
| -0.1% | -$19.9K | 0.01% | 942 |
|
|
2018
Q4 | $13.3M | Sell |
223,424
-2,864
| -1% | -$176K | 0.01% | 978 |
|
|
2018
Q3 | $13.3M | Buy |
226,288
+5,596
| +3% | +$332K | 0.01% | 1151 |
|
|
2018
Q2 | $12.6M | Buy |
220,692
+3,706
| +2% | +$201K | 0.01% | 1156 |
|
|
2018
Q1 | $11.7M | Buy |
216,986
+11,750
| +6% | +$622K | 0.01% | 1161 |
|
|
2017
Q4 | $12.3M | Buy |
205,236
+296
| +0.1% | +$17.8K | 0.01% | 1145 |
|
|
2017
Q3 | $11.7M | Sell |
204,940
-2,090
| -1% | -$125K | 0.01% | 1141 |
|
|
2017
Q2 | $12.6M | Buy |
207,030
+8,878
| +4% | +$542K | 0.01% | 1081 |
|
|
2017
Q1 | $11.6M | Buy |
198,152
+7,093
| +4% | +$407K | 0.01% | 1090 |
|
|
2016
Q4 | $10.9M | Buy |
191,059
+2,846
| +2% | +$160K | 0.01% | 1119 |
|
|
2016
Q3 | $10.8M | Sell |
188,213
-161,132
| -46% | -$9.61M | 0.01% | 1065 |
|
|
2016
Q2 | $22M | Buy |
349,345
+9,491
| +3% | +$562K | 0.03% | 563 |
|
|
2016
Q1 | $21M | Buy |
339,854
+13,503
| +4% | +$779K | 0.03% | 559 |
|
|
2015
Q4 | $17.7M | Buy |
326,351
+20,604
| +7% | +$1.12M | 0.03% | 620 |
|
|
2015
Q3 | $16.5M | Buy |
305,747
+11,980
| +4% | +$624K | 0.03% | 633 |
|
|
2015
Q2 | $14.3M | Sell |
293,767
-5,246
| -2% | -$271K | 0.02% | 752 |
|
|
2015
Q1 | $16.1M | Buy |
299,013
+15,218
| +5% | +$839K | 0.02% | 662 |
|
|
2014
Q4 | $16.1M | Buy |
283,795
+40,767
| +17% | +$2.13M | 0.02% | 643 |
|
|
2014
Q3 | $11M | Sell |
243,028
-2,765
| -1% | -$133K | 0.02% | 836 |
|
|
2014
Q2 | $12.8M | Buy |
245,793
+1,634
| +0.7% | +$78.5K | 0.02% | 766 |
|
|
2014
Q1 | $11.6M | Buy |
244,159
+8,158
| +3% | +$368K | 0.02% | 819 |
|
|
2013
Q4 | $10.2M | Buy |
236,001
+13,836
| +6% | +$617K | 0.02% | 879 |
|
|
2013
Q3 | $9.98M | Buy |
222,165
+9,666
| +5% | +$404K | 0.02% | 813 |
|
|
2013
Q2 | $8.48M | Buy |
+212,499
| New | +$8.74M | 0.02% | 858 |
|
Other funds holding NWE
SFM
Principal Financial Group's NWE Position: Q2 2026 in Review
Principal Financial Group increased its NorthWestern Energy (NWE) stake by 5.6% in Q2 2026, buying an estimated $886K and bringing the position to 237,671 shares worth $17M. The position accounts for 0.01% of the portfolio, ranked #1100.
Principal Financial Group first reported a position in NWE in Q2 2013 and has held it in 53 quarters since. The position peaked at $22M in Q2 2016. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.
- Principal Financial Group held 237,671 shares of NorthWestern Energy worth $17M as of Q2 2026.
- Principal Financial Group bought 12,507 NorthWestern Energy shares in Q2 2026, an estimated $886K.
- NorthWestern Energy made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1100 holding.
- Principal Financial Group first reported a position in NorthWestern Energy in Q2 2013 and has held it in 53 quarters since.
- Principal Financial Group's NorthWestern Energy position peaked at $22M in Q2 2016.
- 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.