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Sivia Capital Partners’s NorthWestern Energy NWE Stock Holding History

Sivia Capital Partners’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
Q1 		– Sell
-8,167
Closed -$527K – 578
2025
Q4 		$527K Buy
8,167
+2,032
+33% +$129K 0.11% 255
2025
Q3 		$360K Buy
6,135
+1,646
+37% +$90.8K 0.1% 261
2025
Q2 		$230K Buy
+4,489
New +$248K 0.08% 371

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Franklin Resources
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American Century Companies
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
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Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Sivia Capital Partners's NWE Position: Q1 2026 in Review

Sivia Capital Partners sold out of NorthWestern Energy (NWE) in Q1 2026, closing a stake of 8,167 shares — an estimated $527K sold.

Sivia Capital Partners first reported a position in NWE in Q2 2025 and held it in 3 quarters. The position peaked at $527K in Q4 2025. 370 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

  • Sivia Capital Partners reported no remaining NorthWestern Energy position as of Q1 2026 after selling out during the quarter.
  • Sivia Capital Partners sold 8,167 NorthWestern Energy shares in Q1 2026, an estimated $527K.
  • Sivia Capital Partners first reported a position in NorthWestern Energy in Q2 2025 and held it in 3 quarters.
  • Sivia Capital Partners's NorthWestern Energy position peaked at $527K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on Sivia Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.