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Steve Schonfeld’s NorthWestern Energy NWE Stock Holding History

Steve Schonfeld’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 		$35.7M Buy
+498,960
New +$35.4M 0.13% 140
2026
Q1 		– Sell
-16,196
Closed -$1.05M – 2525
2025
Q4 		$1.05M Buy
+16,196
New +$1.03M ﹤0.01% 1110
2025
Q2 		– Sell
-21,124
Closed -$1.22M – 2391
2025
Q1 		$1.22M Buy
+21,124
New +$1.15M 0.01% 1200
2024
Q4 		– Sell
-9,440
Closed -$540K – 2276
2024
Q3 		$540K Buy
+9,440
New +$504K ﹤0.01% 1399
2024
Q2 		– Sell
-4,290
Closed -$218K – 2449
2024
Q1 		$218K Buy
+4,290
New +$209K ﹤0.01% 1752
2023
Q1 		– Sell
-147,141
Closed -$8.73M – 2474
2022
Q4 		$8.73M Buy
147,141
+124,322
+545% +$6.78M 0.07% 334
2022
Q3 		$1.13M Buy
22,819
+10,619
+87% +$583K 0.01% 1188
2022
Q2 		$719K Buy
+12,200
New +$726K 0.01% 1174
2021
Q3 		– Sell
-4,900
Closed -$295K – 2371
2021
Q2 		$295K Buy
+4,900
New +$319K ﹤0.01% 1485
2020
Q4 		– Sell
-12,000
Closed -$584K – 1779
2020
Q3 		$584K Buy
12,000
+4,986
+71% +$265K 0.01% 867
2020
Q2 		$382K Buy
+7,014
New +$406K 0.01% 905
2019
Q4 		– Sell
-7,341
Closed -$551K – 1426
2019
Q3 		$551K Sell
7,341
-4,459
-38% -$322K 0.02% 621
2019
Q2 		$852K Buy
+11,800
New +$838K 0.03% 486
2019
Q1 		– Sell
-21,826
Closed -$1.3M – 1168
2018
Q4 		$1.3M Sell
21,826
-1,174
-5% -$72K 0.05% 415
2018
Q3 		$1.35M Buy
+23,000
New +$1.36M 0.06% 372
2018
Q1 		– Sell
-9,647
Closed -$576K – 918
2017
Q4 		$576K Buy
+9,647
New +$581K 0.05% 431
2017
Q2 		– Sell
-20,968
Closed -$1.23M – 720
2017
Q1 		$1.23M Buy
+20,968
New +$1.2M 0.12% 230

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

Steve Schonfeld's NWE Position: Q2 2026 in Review

Steve Schonfeld opened a new position in NorthWestern Energy (NWE) in Q2 2026: 498,960 shares worth $35.7M. The stake represents 0.13% of the portfolio and ranks #140 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in NWE as recently as Q4 2025.

Steve Schonfeld first reported a position in NWE in Q1 2017 and has held it in 17 quarters since. 374 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Steve Schonfeld held 498,960 shares of NorthWestern Energy worth $35.7M as of Q2 2026.
  • NorthWestern Energy was a new Steve Schonfeld position in Q2 2026.
  • NorthWestern Energy made up 0.13% of Steve Schonfeld's portfolio in Q2 2026, its #140 holding.
  • Steve Schonfeld first reported a position in NorthWestern Energy in Q1 2017 and has held it in 17 quarters since.
  • 374 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.