Sowell Financial Services’s NorthWestern Energy NWE Stock Holding History

Sowell Financial Services’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	$209K	Sell	2,913 -431	-13%	-$30.5K	0.01%	1064
2026 Q1	$221K	Sell	3,344 -151	-4%	-$10.2K	0.01%	991
2025 Q4	$226K	Sell	3,495 -39	-1%	-$2.47K	0.01%	968
2025 Q3	$207K	Buy	+3,534	New	+$195K	0.01%	994
2021 Q3	–	Sell	-11,159	Closed	-$672K	–	533
2021 Q2	$672K	Sell	11,159 -55	-0.5%	-$3.58K	0.04%	375
2021 Q1	$768K	Buy	11,214 +1,536	+16%	+$90.9K	0.03%	491
2020 Q4	$564K	Buy	9,678 +979	+11%	+$54.4K	0.02%	488
2020 Q3	$423K	Sell	8,699 -94	-1%	-$4.99K	0.02%	508
2020 Q2	$479K	Sell	8,793 -684	-7%	-$39.6K	0.03%	468
2020 Q1	$567K	Buy	9,477 +5,693	+150%	+$406K	0.04%	367
2019 Q4	$271K	Buy	3,784 +793	+27%	+$57.1K	0.02%	616
2019 Q3	$224K	Buy	+2,991	New	+$216K	0.02%	603
2019 Q1	$203K	Buy	+2,889	New	+$190K	0.02%	521

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

Sowell Financial Services's NWE Position: Q2 2026 in Review

Sowell Financial Services reduced its NorthWestern Energy (NWE) stake by 13% in Q2 2026, selling an estimated $30.5K and leaving 2,913 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #1064.

Sowell Financial Services first reported a position in NWE in Q1 2019 and has held it in 13 quarters since. The position peaked at $768K in Q1 2021. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Sowell Financial Services held 2,913 shares of NorthWestern Energy worth $209K as of Q2 2026.
Sowell Financial Services sold 431 NorthWestern Energy shares in Q2 2026, an estimated $30.5K.
NorthWestern Energy made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1064 holding.
Sowell Financial Services first reported a position in NorthWestern Energy in Q1 2019 and has held it in 13 quarters since.
Sowell Financial Services's NorthWestern Energy position peaked at $768K in Q1 2021.
375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.