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Sterling Capital Management’s NorthWestern Energy NWE Stock Holding History

Sterling Capital 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 		$90.5K Sell
1,264
-790
-38% -$56K ﹤0.01% 1424
2026
Q1 		$135K Sell
2,054
-1,519
-43% -$103K ﹤0.01% 1297
2025
Q4 		$231K Sell
3,573
-702
-16% -$44.4K ﹤0.01% 1269
2025
Q3 		$251K Sell
4,275
-7,668
-64% -$423K ﹤0.01% 1252
2025
Q2 		$613K Buy
11,943
+619
+5% +$34.2K 0.01% 816
2025
Q1 		$655K Sell
11,324
-1,774
-14% -$96.5K 0.01% 734
2024
Q4 		$700K Buy
13,098
+1,778
+16% +$96.6K 0.01% 750
2024
Q3 		$648K Buy
+11,320
New +$605K 0.01% 734
2019
Q3 		$2.51M Buy
33,395
+6,521
+24% +$470K 0.02% 358
2019
Q2 		$1.94M Hold
26,874
– – 0.02% 422
2019
Q1 		$1.89M Hold
26,874
– – 0.02% 410
2018
Q4 		$1.6M Hold
26,874
– – 0.02% 422
2018
Q3 		$1.58M Sell
26,874
-8
-0% -$475 0.01% 471
2018
Q2 		$1.54M Sell
26,882
-19
-0.1% -$1.03K 0.01% 477
2018
Q1 		$1.45M Buy
26,901
+10,795
+67% +$571K 0.01% 486
2017
Q4 		$962K Hold
16,106
– – 0.01% 642
2017
Q3 		$917K Hold
16,106
– – 0.01% 648
2017
Q2 		$983K Buy
16,106
+4,864
+43% +$297K 0.01% 603
2017
Q1 		$660K Buy
11,242
+7,405
+193% +$425K 0.01% 746
2016
Q4 		$218K Buy
+3,837
New +$216K ﹤0.01% 896
2014
Q3 		– Sell
-14,267
Closed -$745K – 925
2014
Q2 		$745K Sell
14,267
-41,361
-74% -$1.99M 0.01% 659
2014
Q1 		$2.64M Buy
55,628
+39,244
+240% +$1.77M 0.02% 256
2013
Q4 		$710K Buy
+16,384
New +$731K 0.01% 460

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

Sterling Capital Management's NWE Position: Q2 2026 in Review

Sterling Capital Management reduced its NorthWestern Energy (NWE) stake by 38% in Q2 2026, selling an estimated $56K and leaving 1,264 shares worth $90.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Sterling Capital Management first reported a position in NWE in Q4 2013 and has held it in 23 quarters since. The position peaked at $2.64M in Q1 2014. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Sterling Capital Management held 1,264 shares of NorthWestern Energy worth $90.5K as of Q2 2026.
  • Sterling Capital Management sold 790 NorthWestern Energy shares in Q2 2026, an estimated $56K.
  • NorthWestern Energy made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1424 holding.
  • Sterling Capital Management first reported a position in NorthWestern Energy in Q4 2013 and has held it in 23 quarters since.
  • Sterling Capital Management's NorthWestern Energy position peaked at $2.64M in Q1 2014.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.