Ray Dalio’s NorthWestern Energy NWE Stock Holding History

Ray Dalio’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	$3.57M	Buy	49,915 +5,438	+12%	+$385K	0.01%	552
2026 Q1	$2.93M	Sell	44,477 -79,304	-64%	-$5.37M	0.01%	564
2025 Q4	$7.99M	Sell	123,781 -140,360	-53%	-$8.89M	0.03%	408
2025 Q3	$15.5M	Buy	264,141 +11,388	+5%	+$629K	0.06%	248
2025 Q2	$13M	Buy	252,753 +156,865	+164%	+$8.67M	0.05%	226
2025 Q1	$5.55M	Buy	95,888 +36,049	+60%	+$1.96M	0.03%	341
2024 Q4	$3.2M	Buy	+59,839	New	+$3.25M	0.01%	406

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 $3.38T AUM 44.17% 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

Ray Dalio's NWE Position: Q2 2026 in Review

Ray Dalio increased its NorthWestern Energy (NWE) stake by 12% in Q2 2026, buying an estimated $385K and bringing the position to 49,915 shares worth $3.57M. The position accounts for 0.01% of the portfolio, ranked #552.

Ray Dalio first reported a position in NWE in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.5M in Q3 2025. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Ray Dalio held 49,915 shares of NorthWestern Energy worth $3.57M as of Q2 2026.
Ray Dalio bought 5,438 NorthWestern Energy shares in Q2 2026, an estimated $385K.
NorthWestern Energy made up 0.01% of Ray Dalio's portfolio in Q2 2026, its #552 holding.
Ray Dalio first reported a position in NorthWestern Energy in Q4 2024 and has held it in 7 quarters since.
Ray Dalio's NorthWestern Energy position peaked at $15.5M in Q3 2025.
376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.