Raffa Wealth Management’s NorthWestern Energy NWE Stock Holding History

Raffa Wealth 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
2026 Q2	$72	Hold	1	–	–	﹤0.01%	1465
2026 Q1	$66	Buy	+1	New	+$68	﹤0.01%	1359
2017 Q1	–	Sell	-20	Closed	-$1.14K	–	704
2016 Q4	$1.14K	Sell	20 -6	-23%	-$337	﹤0.01%	401
2016 Q3	$1.5K	Hold	26	–	–	﹤0.01%	322
2016 Q2	$1.64K	Hold	26	–	–	﹤0.01%	291
2016 Q1	$1.61K	Hold	26	–	–	﹤0.01%	292
2015 Q4	$1.41K	Hold	26	–	–	﹤0.01%	313
2015 Q3	$1.4K	Hold	26	–	–	﹤0.01%	322
2015 Q2	$1.27K	Hold	26	–	–	﹤0.01%	336
2015 Q1	$1.4K	Hold	26	–	–	﹤0.01%	310
2014 Q4	$1.47K	Hold	26	–	–	﹤0.01%	285
2014 Q3	$1.18K	Buy	+26	New	+$1.25K	﹤0.01%	315
2014 Q1	–	Sell	-26	Closed	-$1.47K	–	587
2013 Q4	$1.47K	Buy	+26	New	+$1.16K	﹤0.01%	285

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

Raffa Wealth Management's NWE Position: Q2 2026 in Review

Raffa Wealth Management held its NorthWestern Energy (NWE) position steady in Q2 2026 at 1 share worth $72. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Raffa Wealth Management first reported a position in NWE in Q4 2013 and has held it in 13 quarters since. The position peaked at $1.64K in Q2 2016. 350 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Raffa Wealth Management held 1 share of NorthWestern Energy worth $72 as of Q2 2026.
Raffa Wealth Management left its NorthWestern Energy share count unchanged in Q2 2026.
NorthWestern Energy made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1465 holding.
Raffa Wealth Management first reported a position in NorthWestern Energy in Q4 2013 and has held it in 13 quarters since.
Raffa Wealth Management's NorthWestern Energy position peaked at $1.64K in Q2 2016.
350 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

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