Rockefeller Capital Management
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Rockefeller Capital Management’s NorthWestern Energy NWE Stock Holding History

Rockefeller Capital 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
Q1 		$55.3K Sell
838
-442
-35% -$29.9K ﹤0.01% 3225
2025
Q4 		$82.6K Buy
1,280
+1,033
+418% +$65.4K ﹤0.01% 2811
2025
Q3 		$14.5K Buy
+247
New +$13.6K ﹤0.01% 3497
2023
Q1 		– Sell
-1
Closed – – 3252
2022
Q4 		$0 Sell
1
-414
-100% -$22.6K ﹤0.01% 4099
2022
Q3 		$20K Sell
415
-22,619
-98% -$1.24M ﹤0.01% 2774
2022
Q2 		$1.36M Sell
23,034
-1,049
-4% -$62.5K 0.01% 896
2022
Q1 		$1.46M Buy
24,083
+3,706
+18% +$217K 0.01% 921
2021
Q4 		$1.16M Buy
20,377
+20,346
+65,632% +$1.16M 0.01% 1003
2021
Q3 		$1K Hold
31
– – ﹤0.01% 3601
2021
Q2 		$1K Hold
31
– – ﹤0.01% 3363
2021
Q1 		$2K Hold
31
– – ﹤0.01% 3113
2020
Q4 		$1K Buy
+31
New +$1.72K ﹤0.01% 2756
2020
Q3 		– Sell
-22
Closed -$1K – 2722
2020
Q2 		$1K Buy
+22
New +$1.27K ﹤0.01% 2477
2019
Q2 		– Sell
-298
Closed -$21K – 1871
2019
Q1 		$21K Buy
+298
New +$19.6K ﹤0.01% 1217

Other funds holding NWE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Rockefeller Capital Management's NWE Position: Q1 2026 in Review

Rockefeller Capital Management reduced its NorthWestern Energy (NWE) stake by 35% in Q1 2026, selling an estimated $29.9K and leaving 838 shares worth $55.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3225.

Rockefeller Capital Management first reported a position in NWE in Q1 2019 and has held it in 14 quarters since. The position peaked at $1.46M in Q1 2022. 370 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

  • Rockefeller Capital Management held 838 shares of NorthWestern Energy worth $55.3K as of Q1 2026.
  • Rockefeller Capital Management sold 442 NorthWestern Energy shares in Q1 2026, an estimated $29.9K.
  • NorthWestern Energy made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3225 holding.
  • Rockefeller Capital Management first reported a position in NorthWestern Energy in Q1 2019 and has held it in 14 quarters since.
  • Rockefeller Capital Management's NorthWestern Energy position peaked at $1.46M in Q1 2022.
  • 370 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.