PCG
NWE icon

Prosperity Consulting Group’s NorthWestern Energy NWE Stock Holding History

Prosperity Consulting 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
2025
Q3 		– Sell
-4,521
Closed -$232K – 510
2025
Q2 		$232K Sell
4,521
-187
-4% -$10.3K 0.02% 414
2025
Q1 		$272K Sell
4,708
-428
-8% -$23.3K 0.02% 380
2024
Q4 		$275K Sell
5,136
-594
-10% -$32.3K 0.02% 399
2024
Q3 		$328K Sell
5,730
-2,759
-33% -$147K 0.03% 363
2024
Q2 		$425K Buy
8,489
+1,041
+14% +$52.6K 0.06% 209
2024
Q1 		$379K Buy
+7,448
New +$363K 0.05% 246

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Prosperity Consulting Group's NWE Position: Q3 2025 in Review

Prosperity Consulting Group sold out of NorthWestern Energy (NWE) in Q3 2025, closing a stake of 4,521 shares — an estimated $232K sold.

Prosperity Consulting Group first reported a position in NWE in Q1 2024 and held it in 6 quarters. The position peaked at $425K in Q2 2024. 329 funds tracked by Wall St. Rank hold NWE as of Q3 2025.

  • Prosperity Consulting Group reported no remaining NorthWestern Energy position as of Q3 2025 after selling out during the quarter.
  • Prosperity Consulting Group sold 4,521 NorthWestern Energy shares in Q3 2025, an estimated $232K.
  • Prosperity Consulting Group first reported a position in NorthWestern Energy in Q1 2024 and held it in 6 quarters.
  • Prosperity Consulting Group's NorthWestern Energy position peaked at $425K in Q2 2024.
  • 329 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2025.

Based on Prosperity Consulting Group's 13F filing for Q3 2025, filed 14 Nov 2025.