Sumitomo Mitsui Trust Group’s NorthWestern Energy NWE Stock Holding History

Sumitomo Mitsui Trust Group’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 Q1	–	Sell	-4,900	Closed	-$262K	–	1054
2024 Q4	$262K	Buy	+4,900	New	+$266K	﹤0.01%	1003
2024 Q2	–	Sell	-6,130	Closed	-$312K	–	1115
2024 Q1	$312K	Buy	6,130 +670	+12%	+$32.7K	﹤0.01%	1066
2023 Q4	$278K	Buy	+5,460	New	+$273K	﹤0.01%	1089
2020 Q4	–	Sell	-8,600	Closed	-$418K	–	1147
2020 Q3	$418K	Hold	8,600	–	–	﹤0.01%	1042
2020 Q2	$469K	Buy	+8,600	New	+$498K	﹤0.01%	1025

Other funds holding NWE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group's NWE Position: Q1 2025 in Review

Sumitomo Mitsui Trust Group sold out of NorthWestern Energy (NWE) in Q1 2025, closing a stake of 4,900 shares — an estimated $262K sold.

Sumitomo Mitsui Trust Group first reported a position in NWE in Q2 2020 and held it in 5 quarters. The position peaked at $469K in Q2 2020. 344 funds tracked by Wall St. Rank hold NWE as of Q1 2025.

Sumitomo Mitsui Trust Group reported no remaining NorthWestern Energy position as of Q1 2025 after selling out during the quarter.
Sumitomo Mitsui Trust Group sold 4,900 NorthWestern Energy shares in Q1 2025, an estimated $262K.
Sumitomo Mitsui Trust Group first reported a position in NorthWestern Energy in Q2 2020 and held it in 5 quarters.
Sumitomo Mitsui Trust Group's NorthWestern Energy position peaked at $469K in Q2 2020.
344 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2025.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2025, filed 25 Apr 2025.