SageView Advisory Group’s NorthWestern Energy NWE Stock Holding History

SageView Advisory Group’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	–	Sell	-50	Closed	-$3.23K	–	1821
2025 Q4	$3.23K	Buy	+50	New	+$3.17K	﹤0.01%	2090

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 $3.37T AUM 44.26% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

SageView Advisory Group's NWE Position: Q1 2026 in Review

SageView Advisory Group sold out of NorthWestern Energy (NWE) in Q1 2026, closing a stake of 50 shares — an estimated $3.23K sold.

SageView Advisory Group first reported a position in NWE in Q4 2025 and held it in 1 quarter. The position peaked at $3.23K in Q4 2025. 373 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

SageView Advisory Group reported no remaining NorthWestern Energy position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 50 NorthWestern Energy shares in Q1 2026, an estimated $3.23K.
SageView Advisory Group first reported a position in NorthWestern Energy in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's NorthWestern Energy position peaked at $3.23K in Q4 2025.
373 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.