Simplex Trading’s NorthWestern Energy NWE Stock Holding History

Simplex Trading’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
2025 Q4	–	Sell	-2	Closed	–	–	9610
2025 Q3	$0	Buy	+2	New	+$110	﹤0.01%	9751
2024 Q3	–	Sell	-1,121	Closed	-$56K	–	9235
2024 Q2	$56K	Buy	+1,121	New	+$56.6K	﹤0.01%	5968
2022 Q4	–	Sell	-75	Closed	-$3K	–	10033
2022 Q3	$3K	Buy	+75	New	+$4.12K	﹤0.01%	9123
2021 Q1	–	Sell	-1,050	Closed	-$61K	–	9654
2020 Q4	$61K	Buy	+1,050	New	+$58.4K	﹤0.01%	5970
2018 Q2	–	Sell	-89	Closed	-$4K	–	7735
2018 Q1	$4K	Buy	+89	New	+$4.71K	﹤0.01%	4816
2017 Q1	–	Sell	-132	Closed	-$7K	–	6590
2016 Q4	$7K	Buy	+132	New	+$7.42K	﹤0.01%	4068

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Simplex Trading's NWE Position: Q4 2025 in Review

Simplex Trading sold out of NorthWestern Energy (NWE) in Q4 2025, closing a stake of 2 shares.

Simplex Trading first reported a position in NWE in Q4 2016 and held it in 6 quarters. The position peaked at $61K in Q4 2020. 357 funds tracked by Wall St. Rank hold NWE as of Q4 2025.

Simplex Trading reported no remaining NorthWestern Energy position as of Q4 2025 after selling out during the quarter.
Simplex Trading sold 2 NorthWestern Energy shares in Q4 2025.
Simplex Trading first reported a position in NorthWestern Energy in Q4 2016 and held it in 6 quarters.
Simplex Trading's NorthWestern Energy position peaked at $61K in Q4 2020.
357 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.