Spirit of America Management Corp’s NorthWestern Energy NWE Stock Holding History

Spirit of America Management Corp’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	$623K	Hold	8,700	–	–	0.12%	165
2026 Q1	$574K	Hold	8,700	–	–	0.11%	168
2025 Q4	$561K	Hold	8,700	–	–	0.12%	163
2025 Q3	$510K	Buy	8,700 +1,550	+22%	+$85.5K	0.1%	184
2025 Q2	$367K	Buy	7,150 +2,850	+66%	+$158K	0.08%	211
2025 Q1	$249K	Buy	4,300 +2,400	+126%	+$130K	0.05%	233
2024 Q4	$102K	Buy	1,900 +900	+90%	+$48.9K	0.02%	284
2024 Q3	$57.2K	Hold	1,000	–	–	0.01%	291
2024 Q2	$50.1K	Hold	1,000	–	–	0.01%	290
2024 Q1	$50.9K	Hold	1,000	–	–	0.01%	270
2023 Q4	$50.9K	Hold	1,000	–	–	0.01%	257
2023 Q3	$48.1K	Buy	1,000 +250	+33%	+$13.3K	0.01%	226
2023 Q2	$42.6K	Buy	+750	New	+$43.8K	0.01%	228

Other funds holding NWE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RRAM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Spirit of America Management Corp's NWE Position: Q2 2026 in Review

Spirit of America Management Corp held its NorthWestern Energy (NWE) position steady in Q2 2026 at 8,700 shares worth $623K. The position accounts for 0.12% of the portfolio, ranked #165.

Spirit of America Management Corp first reported a position in NWE in Q2 2023 and has held it in 13 quarters since. 168 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Spirit of America Management Corp held 8,700 shares of NorthWestern Energy worth $623K as of Q2 2026.
Spirit of America Management Corp left its NorthWestern Energy share count unchanged in Q2 2026.
NorthWestern Energy made up 0.12% of Spirit of America Management Corp's portfolio in Q2 2026, its #165 holding.
Spirit of America Management Corp first reported a position in NorthWestern Energy in Q2 2023 and has held it in 13 quarters since.
168 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.