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Smartleaf Asset Management’s NorthWestern Energy NWE Stock Holding History

Smartleaf Asset 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 		$19K Hold
262
– – ﹤0.01% 2036
2026
Q1 		$17.3K Sell
262
-17
-6% -$1.15K ﹤0.01% 2035
2025
Q4 		$18.1K Buy
279
+117
+72% +$7.41K ﹤0.01% 2084
2025
Q3 		$9.41K Buy
162
+102
+170% +$5.63K ﹤0.01% 2134
2025
Q2 		$3.05K Sell
60
-241
-80% -$13.3K ﹤0.01% 2209
2025
Q1 		$17.1K Buy
301
+54
+22% +$2.94K ﹤0.01% 1680
2024
Q4 		$13.2K Buy
247
+49
+25% +$2.66K ﹤0.01% 1877
2024
Q3 		$11.3K Buy
198
+23
+13% +$1.23K ﹤0.01% 1686
2024
Q2 		$8.75K Buy
+175
New +$8.84K ﹤0.01% 1478

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

Smartleaf Asset Management's NWE Position: Q2 2026 in Review

Smartleaf Asset Management held its NorthWestern Energy (NWE) position steady in Q2 2026 at 262 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

Smartleaf Asset 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.

  • Smartleaf Asset Management held 262 shares of NorthWestern Energy worth $19K as of Q2 2026.
  • Smartleaf Asset Management left its NorthWestern Energy share count unchanged in Q2 2026.
  • NorthWestern Energy made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2036 holding.
  • Smartleaf Asset 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 Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.