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Sanctuary Advisors’s NorthWestern Energy NWE Stock Holding History

Sanctuary 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
2026
Q1 		$435K Buy
6,591
+3,088
+88% +$209K ﹤0.01% 1873
2025
Q4 		$226K Buy
+3,503
New +$222K ﹤0.01% 2212
2025
Q1 		– Sell
-3,836
Closed -$208K – 2372
2024
Q4 		$208K Sell
3,836
-1,197
-24% -$65.1K ﹤0.01% 2231
2024
Q3 		$286K Buy
+5,033
New +$269K ﹤0.01% 2027

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

Sanctuary Advisors's NWE Position: Q1 2026 in Review

Sanctuary Advisors increased its NorthWestern Energy (NWE) stake by 88% in Q1 2026, buying an estimated $209K and bringing the position to 6,591 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

Sanctuary Advisors first reported a position in NWE in Q3 2024 and has held it in 4 quarters since. 370 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

  • Sanctuary Advisors held 6,591 shares of NorthWestern Energy worth $435K as of Q1 2026.
  • Sanctuary Advisors bought 3,088 NorthWestern Energy shares in Q1 2026, an estimated $209K.
  • NorthWestern Energy made up ﹤0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1873 holding.
  • Sanctuary Advisors first reported a position in NorthWestern Energy in Q3 2024 and has held it in 4 quarters since.
  • 370 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.