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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
Q2 		$215K Sell
3,003
-3,588
-54% -$254K ﹤0.01% 2579
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Sanctuary Advisors's NWE Position: Q2 2026 in Review

Sanctuary Advisors reduced its NorthWestern Energy (NWE) stake by 54% in Q2 2026, selling an estimated $254K and leaving 3,003 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #2579.

Sanctuary Advisors first reported a position in NWE in Q3 2024 and has held it in 5 quarters since. The position peaked at $435K in Q1 2026. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Sanctuary Advisors held 3,003 shares of NorthWestern Energy worth $215K as of Q2 2026.
  • Sanctuary Advisors sold 3,588 NorthWestern Energy shares in Q2 2026, an estimated $254K.
  • NorthWestern Energy made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2579 holding.
  • Sanctuary Advisors first reported a position in NorthWestern Energy in Q3 2024 and has held it in 5 quarters since.
  • Sanctuary Advisors's NorthWestern Energy position peaked at $435K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.