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SteelPeak Wealth’s NorthWestern Energy NWE Stock Holding History

SteelPeak Wealth’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
-3,210
Closed -$207K – 625
2025
Q4 		$207K Buy
+3,210
New +$203K 0.01% 491
2025
Q3 		– Sell
-4,174
Closed -$214K – 636
2025
Q2 		$214K Sell
4,174
-207
-5% -$11.4K 0.01% 490
2025
Q1 		$254K Sell
4,381
-118
-3% -$6.42K 0.01% 450
2024
Q4 		$241K Sell
4,499
-26
-0.6% -$1.41K 0.01% 457
2024
Q3 		$259K Buy
4,525
+44
+1% +$2.35K 0.01% 411
2024
Q2 		$224K Buy
+4,481
New +$226K 0.01% 442

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

SteelPeak Wealth's NWE Position: Q1 2026 in Review

SteelPeak Wealth sold out of NorthWestern Energy (NWE) in Q1 2026, closing a stake of 3,210 shares — an estimated $207K sold.

SteelPeak Wealth first reported a position in NWE in Q2 2024 and held it in 6 quarters. The position peaked at $259K in Q3 2024. 373 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

  • SteelPeak Wealth reported no remaining NorthWestern Energy position as of Q1 2026 after selling out during the quarter.
  • SteelPeak Wealth sold 3,210 NorthWestern Energy shares in Q1 2026, an estimated $207K.
  • SteelPeak Wealth first reported a position in NorthWestern Energy in Q2 2024 and held it in 6 quarters.
  • SteelPeak Wealth's NorthWestern Energy position peaked at $259K in Q3 2024.
  • 373 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.