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Savant Capital’s NorthWestern Energy NWE Stock Holding History

Savant Capital’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 		$267K Buy
+3,889
New +$276K ﹤0.01% 1577
2025
Q1 		– Sell
-9,373
Closed -$501K – 1310
2024
Q4 		$501K Sell
9,373
-36
-0.4% -$1.96K ﹤0.01% 893
2024
Q3 		$538K Buy
9,409
+299
+3% +$16K ﹤0.01% 842
2024
Q2 		$456K Buy
+9,110
New +$460K ﹤0.01% 824

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 $3.37T AUM 44.26% 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

Savant Capital's NWE Position: Q2 2026 in Review

Savant Capital opened a new position in NorthWestern Energy (NWE) in Q2 2026: 3,889 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #1577 among its holdings. This is a return to the name: Savant Capital previously reported a position in NWE as recently as Q4 2024.

Savant Capital first reported a position in NWE in Q2 2024 and has held it in 4 quarters since. The position peaked at $538K in Q3 2024. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Savant Capital held 3,889 shares of NorthWestern Energy worth $267K as of Q2 2026.
  • NorthWestern Energy was a new Savant Capital position in Q2 2026.
  • NorthWestern Energy made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1577 holding.
  • Savant Capital first reported a position in NorthWestern Energy in Q2 2024 and has held it in 4 quarters since.
  • Savant Capital's NorthWestern Energy position peaked at $538K in Q3 2024.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.