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Principal Securities’s NorthWestern Energy NWE Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,344
Closed -$78.8K – 2787
2025
Q3 		$78.8K Sell
1,344
-156
-10% -$8.61K ﹤0.01% 1709
2025
Q2 		$77K Sell
1,500
-58
-4% -$3.21K ﹤0.01% 1651
2025
Q1 		$83.3K Buy
1,558
+58
+4% +$3.15K ﹤0.01% 1520
2024
Q4 		$80.2K Sell
1,500
-72
-5% -$3.91K ﹤0.01% 1532
2024
Q3 		$90K Buy
1,572
+51
+3% +$2.72K ﹤0.01% 1445
2024
Q2 		$76.2K Buy
1,521
+162
+12% +$8.19K ﹤0.01% 1430
2024
Q1 		$69.2K Buy
1,359
+55
+4% +$2.68K ﹤0.01% 1426
2023
Q4 		$66.4K Buy
+1,304
New +$65.1K ﹤0.01% 1354

Other funds holding NWE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Securities's NWE Position: Q4 2025 in Review

Principal Securities sold out of NorthWestern Energy (NWE) in Q4 2025, closing a stake of 1,344 shares — an estimated $78.8K sold.

Principal Securities first reported a position in NWE in Q4 2023 and held it in 8 quarters. The position peaked at $90K in Q3 2024. 357 funds tracked by Wall St. Rank hold NWE as of Q4 2025.

  • Principal Securities reported no remaining NorthWestern Energy position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,344 NorthWestern Energy shares in Q4 2025, an estimated $78.8K.
  • Principal Securities first reported a position in NorthWestern Energy in Q4 2023 and held it in 8 quarters.
  • Principal Securities's NorthWestern Energy position peaked at $90K in Q3 2024.
  • 357 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.