Root Financial Partners
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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
Q3 		$11.2K Buy
+164
New +$11.6K ﹤0.01% 1862
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

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State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Root Financial Partners's NWE Position: Q3 2026 in Review

Root Financial Partners opened a new position in NorthWestern Energy (NWE) in Q3 2026: 164 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #1862 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NWE as recently as Q1 2026.

Root Financial Partners first reported a position in NWE in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.9K in Q1 2026. 236 funds tracked by Wall St. Rank hold NWE as of Q3 2026.

  • Root Financial Partners held 164 shares of NorthWestern Energy worth $11.2K as of Q3 2026.
  • NorthWestern Energy was a new Root Financial Partners position in Q3 2026.
  • NorthWestern Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1862 holding.
  • Root Financial Partners first reported a position in NorthWestern Energy in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's NorthWestern Energy position peaked at $12.9K in Q1 2026.
  • 236 funds tracked by Wall St. Rank held NorthWestern Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.