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Proffitt & Goodson’s NorthWestern Energy NWE Stock Holding History

Proffitt & Goodson’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
-14
Closed -$821 – 395
2025
Q3 		$821 Buy
+14
New +$773 ﹤0.01% 391

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 $150B AUM 40.08% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Proffitt & Goodson's NWE Position: Q4 2025 in Review

Proffitt & Goodson sold out of NorthWestern Energy (NWE) in Q4 2025, closing a stake of 14 shares — an estimated $821 sold.

Proffitt & Goodson first reported a position in NWE in Q3 2025 and held it in 1 quarter. The position peaked at $821 in Q3 2025. 358 funds tracked by Wall St. Rank hold NWE as of Q4 2025.

  • Proffitt & Goodson reported no remaining NorthWestern Energy position as of Q4 2025 after selling out during the quarter.
  • Proffitt & Goodson sold 14 NorthWestern Energy shares in Q4 2025, an estimated $821.
  • Proffitt & Goodson first reported a position in NorthWestern Energy in Q3 2025 and held it in 1 quarter.
  • Proffitt & Goodson's NorthWestern Energy position peaked at $821 in Q3 2025.
  • 358 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2025.

Based on Proffitt & Goodson's 13F filing for Q4 2025, filed 27 Jan 2026.