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Root Financial Partners’s NorthWestern Energy NWE Stock Holding History

Root Financial Partners’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 		– Sell
-196
Closed -$12.9K – 2249
2026
Q1 		$12.9K Buy
196
+74
+61% +$5.01K ﹤0.01% 1560
2025
Q4 		$7.87K Buy
122
+20
+20% +$1.27K ﹤0.01% 1602
2025
Q3 		$5.98K Buy
+102
New +$5.63K ﹤0.01% 1649

Other funds holding NWE

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Root Financial Partners's NWE Position: Q2 2026 in Review

Root Financial Partners sold out of NorthWestern Energy (NWE) in Q2 2026, closing a stake of 196 shares — an estimated $12.9K sold.

Root Financial Partners first reported a position in NWE in Q3 2025 and held it in 3 quarters. The position peaked at $12.9K in Q1 2026. 96 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Root Financial Partners reported no remaining NorthWestern Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 196 NorthWestern Energy shares in Q2 2026, an estimated $12.9K.
  • Root Financial Partners first reported a position in NorthWestern Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's NorthWestern Energy position peaked at $12.9K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.