Steward Partners Investment Advisory’s NorthWestern Energy NWE Stock Holding History

Steward Partners Investment Advisory’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	$42.9K	Buy	599 +5	+0.8%	+$354	﹤0.01%	3035
2026 Q1	$39.2K	Sell	594 -31	-5%	-$2.1K	﹤0.01%	2908
2025 Q4	$40.3K	Buy	625 +5	+0.8%	+$317	﹤0.01%	2783
2025 Q3	$36.3K	Buy	620 +17	+3%	+$938	﹤0.01%	2765
2025 Q2	$30.9K	Sell	603 -403	-40%	-$22.3K	﹤0.01%	2721
2025 Q1	$58.2K	Buy	1,006 +35	+4%	+$1.9K	﹤0.01%	2304
2024 Q4	$51.9K	Buy	971 +465	+92%	+$25.3K	﹤0.01%	2317
2024 Q3	$28.9K	Buy	506 +6	+1%	+$320	﹤0.01%	2486
2024 Q2	$25K	Hold	500	–	–	﹤0.01%	2424
2024 Q1	$25.5K	Sell	500 -124	-20%	-$6.05K	﹤0.01%	2416
2023 Q4	$31.7K	Buy	624 +2	+0.3%	+$100	﹤0.01%	2165
2023 Q3	$29.9K	Buy	622 +1	+0.2%	+$53	﹤0.01%	2134
2023 Q2	$35.2K	Buy	621 +2	+0.3%	+$117	﹤0.01%	2030
2023 Q1	$35.8K	Sell	619 -117	-16%	-$6.68K	﹤0.01%	2001
2022 Q4	$43.7K	Buy	736 +236	+47%	+$12.9K	﹤0.01%	1894
2022 Q3	$25K	Hold	500	–	–	﹤0.01%	2114
2022 Q2	$29K	Hold	500	–	–	﹤0.01%	2064
2022 Q1	$30K	Hold	500	–	–	﹤0.01%	2175
2021 Q4	$29K	Hold	500	–	–	﹤0.01%	2163
2021 Q3	$29K	Hold	500	–	–	﹤0.01%	2156
2021 Q2	$30K	Hold	500	–	–	﹤0.01%	4219
2021 Q1	$32.6K	Hold	500	–	–	﹤0.01%	2218
2020 Q4	$29K	Hold	500	–	–	﹤0.01%	1927
2020 Q3	$24K	Hold	500	–	–	﹤0.01%	1827
2020 Q2	$27K	Hold	500	–	–	﹤0.01%	1665
2020 Q1	$29K	Sell	500 -1,000	-67%	-$71.3K	﹤0.01%	1471
2019 Q4	$107K	Hold	1,500	–	–	﹤0.01%	1111
2019 Q3	$112K	Sell	1,500 -800	-35%	-$57.7K	﹤0.01%	1046
2019 Q2	$165K	Buy	+2,300	New	+$163K	0.01%	875
2018 Q4	–	Sell	-2,300	Closed	-$135K	–	1682
2018 Q3	$135K	Hold	2,300	–	–	0.01%	831
2018 Q2	$132K	Buy	+2,300	New	+$125K	0.01%	765

Other funds holding NWE

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Steward Partners Investment Advisory's NWE Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its NorthWestern Energy (NWE) stake by 0.84% in Q2 2026, buying an estimated $354 and bringing the position to 599 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3035.

Steward Partners Investment Advisory first reported a position in NWE in Q2 2018 and has held it in 31 quarters since. The position peaked at $165K in Q2 2019. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Steward Partners Investment Advisory held 599 shares of NorthWestern Energy worth $42.9K as of Q2 2026.
Steward Partners Investment Advisory bought 5 NorthWestern Energy shares in Q2 2026, an estimated $354.
NorthWestern Energy made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3035 holding.
Steward Partners Investment Advisory first reported a position in NorthWestern Energy in Q2 2018 and has held it in 31 quarters since.
Steward Partners Investment Advisory's NorthWestern Energy position peaked at $165K in Q2 2019.
375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.