Private Wealth Management Group’s NorthWestern Energy NWE Stock Holding History

Private Wealth Management Group’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	$7.66K	Hold	107	–	–	﹤0.01%	663
2026 Q1	$7.06K	Hold	107	–	–	﹤0.01%	646
2025 Q4	$6.91K	Hold	107	–	–	﹤0.01%	649
2025 Q3	$6.27K	Hold	107	–	–	﹤0.01%	702
2025 Q2	$5.49K	Hold	107	–	–	﹤0.01%	717
2025 Q1	$6.19K	Hold	107	–	–	﹤0.01%	639
2024 Q4	$5.72K	Hold	107	–	–	﹤0.01%	689
2024 Q3	$6.12K	Hold	107	–	–	﹤0.01%	649
2024 Q2	$5.36K	Buy	107 +80	+296%	+$4.04K	﹤0.01%	678
2024 Q1	$1.38K	Hold	27	–	–	﹤0.01%	1134
2023 Q4	$1.38K	Buy	+27	New	+$1.35K	﹤0.01%	1149

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

Private Wealth Management Group's NWE Position: Q2 2026 in Review

Private Wealth Management Group held its NorthWestern Energy (NWE) position steady in Q2 2026 at 107 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Private Wealth Management Group first reported a position in NWE in Q4 2023 and has held it in 11 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Private Wealth Management Group held 107 shares of NorthWestern Energy worth $7.66K as of Q2 2026.
Private Wealth Management Group left its NorthWestern Energy share count unchanged in Q2 2026.
NorthWestern Energy made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #663 holding.
Private Wealth Management Group first reported a position in NorthWestern Energy in Q4 2023 and has held it in 11 quarters since.
375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.