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Pullen Investment Management’s NorthWestern Energy NWE Stock Holding History

Pullen Investment Management’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
Q2 		– Sell
-31,265
Closed -$1.81M – 105
2025
Q1 		$1.81M Buy
31,265
+502
+2% +$27.3K 1.14% 26
2024
Q4 		$1.64M Buy
30,763
+9,696
+46% +$527K 1.07% 31
2024
Q3 		$1.21M Buy
21,067
+2,865
+16% +$153K 0.88% 43
2024
Q2 		$912K Buy
+18,202
New +$920K 0.76% 49

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pullen Investment Management's NWE Position: Q2 2025 in Review

Pullen Investment Management sold out of NorthWestern Energy (NWE) in Q2 2025, closing a stake of 31,265 shares — an estimated $1.81M sold.

Pullen Investment Management first reported a position in NWE in Q2 2024 and held it in 4 quarters. The position peaked at $1.81M in Q1 2025. 335 funds tracked by Wall St. Rank hold NWE as of Q2 2025.

  • Pullen Investment Management reported no remaining NorthWestern Energy position as of Q2 2025 after selling out during the quarter.
  • Pullen Investment Management sold 31,265 NorthWestern Energy shares in Q2 2025, an estimated $1.81M.
  • Pullen Investment Management first reported a position in NorthWestern Energy in Q2 2024 and held it in 4 quarters.
  • Pullen Investment Management's NorthWestern Energy position peaked at $1.81M in Q1 2025.
  • 335 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2025.

Based on Pullen Investment Management's 13F filing for Q2 2025, filed 31 Jul 2025.