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SBI Securities’s NorthWestern Energy NWE Stock Holding History

SBI Securities’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 		$15.8K Buy
220
+12
+6% +$851 ﹤0.01% 1634
2026
Q1 		$13.7K Sell
208
-64
-24% -$4.33K ﹤0.01% 1606
2025
Q4 		$17.6K Buy
272
+23
+9% +$1.46K ﹤0.01% 1495
2025
Q3 		$14.6K Buy
249
+78
+46% +$4.3K ﹤0.01% 1581
2025
Q2 		$8.77K Hold
171
– – ﹤0.01% 1756
2025
Q1 		$9.9K Sell
171
-22
-11% -$1.2K ﹤0.01% 1610
2024
Q4 		$10.3K Buy
+193
New +$10.5K ﹤0.01% 1635

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

SBI Securities's NWE Position: Q2 2026 in Review

SBI Securities increased its NorthWestern Energy (NWE) stake by 5.8% in Q2 2026, buying an estimated $851 and bringing the position to 220 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

SBI Securities first reported a position in NWE in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.6K in Q4 2025. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • SBI Securities held 220 shares of NorthWestern Energy worth $15.8K as of Q2 2026.
  • SBI Securities bought 12 NorthWestern Energy shares in Q2 2026, an estimated $851.
  • NorthWestern Energy made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1634 holding.
  • SBI Securities first reported a position in NorthWestern Energy in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's NorthWestern Energy position peaked at $17.6K in Q4 2025.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.