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Stephens Consulting’s NorthWestern Energy NWE Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-20
Closed -$1.16K – 1722
2025
Q1 		$1.16K Buy
+20
New +$1.09K ﹤0.01% 577
2024
Q3 		– Sell
-41
Closed -$2.05K – 609
2024
Q2 		$2.05K Buy
+41
New +$2.07K ﹤0.01% 507

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stephens Consulting's NWE Position: Q2 2025 in Review

Stephens Consulting sold out of NorthWestern Energy (NWE) in Q2 2025, closing a stake of 20 shares — an estimated $1.16K sold.

Stephens Consulting first reported a position in NWE in Q2 2024 and held it in 2 quarters. The position peaked at $2.05K in Q2 2024. 335 funds tracked by Wall St. Rank hold NWE as of Q2 2025.

  • Stephens Consulting reported no remaining NorthWestern Energy position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 20 NorthWestern Energy shares in Q2 2025, an estimated $1.16K.
  • Stephens Consulting first reported a position in NorthWestern Energy in Q2 2024 and held it in 2 quarters.
  • Stephens Consulting's NorthWestern Energy position peaked at $2.05K in Q2 2024.
  • 335 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.