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Sequoia Financial Advisors’s NorthWestern Energy NWE Stock Holding History

Sequoia Financial 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 		$1.37M Buy
19,066
+92
+0.5% +$6.52K 0.01% 800
2026
Q1 		$1.25M Sell
18,974
-4,224
-18% -$286K 0.01% 793
2025
Q4 		$1.5M Buy
23,198
+5,647
+32% +$358K 0.01% 699
2025
Q3 		$1.03M Buy
17,551
+10,794
+160% +$596K 0.01% 764
2025
Q2 		$347K Buy
+6,757
New +$373K ﹤0.01% 1188

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

Sequoia Financial Advisors's NWE Position: Q2 2026 in Review

Sequoia Financial Advisors increased its NorthWestern Energy (NWE) stake by 0.48% in Q2 2026, buying an estimated $6.52K and bringing the position to 19,066 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #800.

Sequoia Financial Advisors first reported a position in NWE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.5M in Q4 2025. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Sequoia Financial Advisors held 19,066 shares of NorthWestern Energy worth $1.37M as of Q2 2026.
  • Sequoia Financial Advisors bought 92 NorthWestern Energy shares in Q2 2026, an estimated $6.52K.
  • NorthWestern Energy made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #800 holding.
  • Sequoia Financial Advisors first reported a position in NorthWestern Energy in Q2 2025 and has held it in 5 quarters since.
  • Sequoia Financial Advisors's NorthWestern Energy position peaked at $1.5M in Q4 2025.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.