Ransom Advisory’s NorthWestern Energy NWE Stock Holding History

Ransom Advisory’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	$93.6K	Sell	1,450 -1,000	-41%	-$63.3K	0.04%	165
2025 Q3	$144K	Buy	2,450 +650	+36%	+$35.9K	0.06%	116
2025 Q2	$92.3K	Buy	1,800 +1,600	+800%	+$88.4K	0.04%	137
2025 Q1	$11.6K	Hold	200	–	–	0.01%	272
2024 Q4	$10.7K	Hold	200	–	–	﹤0.01%	342
2024 Q3	$11.4K	Hold	200	–	–	0.01%	345
2024 Q2	$10K	Hold	200	–	–	0.01%	346
2024 Q1	$10.2K	Buy	+200	New	+$9.76K	0.01%	287

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ransom Advisory's NWE Position: Q4 2025 in Review

Ransom Advisory reduced its NorthWestern Energy (NWE) stake by 41% in Q4 2025, selling an estimated $63.3K and leaving 1,450 shares worth $93.6K. The position accounts for 0.04% of the portfolio, ranked #165.

Ransom Advisory first reported a position in NWE in Q1 2024 and has held it in 8 quarters since. The position peaked at $144K in Q3 2025. 357 funds tracked by Wall St. Rank hold NWE as of Q4 2025.

Ransom Advisory held 1,450 shares of NorthWestern Energy worth $93.6K as of Q4 2025.
Ransom Advisory sold 1,000 NorthWestern Energy shares in Q4 2025, an estimated $63.3K.
NorthWestern Energy made up 0.04% of Ransom Advisory's portfolio in Q4 2025, its #165 holding.
Ransom Advisory first reported a position in NorthWestern Energy in Q1 2024 and has held it in 8 quarters since.
Ransom Advisory's NorthWestern Energy position peaked at $144K in Q3 2025.
357 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.