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Rise Advisors’s NorthWestern Energy NWE Stock Holding History

Rise Advisors’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 		– Sell
-279
Closed -$16.4K – 1004
2025
Q3 		$16.4K Buy
279
+3
+1% +$166 0.01% 701
2025
Q2 		$14.2K Buy
276
+3
+1% +$166 0.01% 774
2025
Q1 		$15.8K Sell
273
-176
-39% -$9.57K 0.01% 655
2024
Q4 		$24K Buy
449
+6
+1% +$326 0.01% 537
2024
Q3 		$25.4K Buy
443
+5
+1% +$267 0.01% 514
2024
Q2 		$21.9K Buy
438
+11
+3% +$556 0.01% 574
2024
Q1 		$21.7K Buy
+427
New +$20.8K 0.01% 595

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rise Advisors's NWE Position: Q4 2025 in Review

Rise Advisors sold out of NorthWestern Energy (NWE) in Q4 2025, closing a stake of 279 shares — an estimated $16.4K sold.

Rise Advisors first reported a position in NWE in Q1 2024 and held it in 7 quarters. The position peaked at $25.4K in Q3 2024. 358 funds tracked by Wall St. Rank hold NWE as of Q4 2025.

  • Rise Advisors reported no remaining NorthWestern Energy position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 279 NorthWestern Energy shares in Q4 2025, an estimated $16.4K.
  • Rise Advisors first reported a position in NorthWestern Energy in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's NorthWestern Energy position peaked at $25.4K in Q3 2024.
  • 358 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.