Schnieders Capital Management’s NorthWestern Energy NWE Stock Holding History

Schnieders Capital Management’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	$1.91M	Buy	26,628 +105	+0.4%	+$7.44K	0.25%	67
2026 Q1	$1.75M	Buy	26,523 +575	+2%	+$38.9K	0.28%	60
2025 Q4	$1.67M	Buy	25,948 +2,250	+9%	+$142K	0.26%	57
2025 Q3	$1.39M	Buy	23,698 +575	+2%	+$31.7K	0.25%	68
2025 Q2	$1.19M	Buy	23,123 +3,775	+20%	+$209K	0.21%	77
2025 Q1	$1.12M	Sell	19,348 -1,725	-8%	-$93.8K	0.24%	72
2024 Q4	$1.13M	Buy	21,073 +3,200	+18%	+$174K	0.22%	80
2024 Q3	$1.02M	Buy	17,873 +9,225	+107%	+$493K	0.19%	85
2024 Q2	$433K	Buy	+8,648	New	+$437K	0.09%	128

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

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Schnieders Capital Management's NWE Position: Q2 2026 in Review

Schnieders Capital Management increased its NorthWestern Energy (NWE) stake by 0.4% in Q2 2026, buying an estimated $7.44K and bringing the position to 26,628 shares worth $1.91M. The position accounts for 0.25% of the portfolio, ranked #67.

Schnieders Capital Management first reported a position in NWE in Q2 2024 and has held it in 9 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Schnieders Capital Management held 26,628 shares of NorthWestern Energy worth $1.91M as of Q2 2026.
Schnieders Capital Management bought 105 NorthWestern Energy shares in Q2 2026, an estimated $7.44K.
NorthWestern Energy made up 0.25% of Schnieders Capital Management's portfolio in Q2 2026, its #67 holding.
Schnieders Capital Management first reported a position in NorthWestern Energy in Q2 2024 and has held it in 9 quarters since.
375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.