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Summit Securities Group’s NorthWestern Energy NWE Stock Holding History

Summit Securities 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
Q4 		– Sell
-283
Closed -$16.6K – 1180
2025
Q3 		$16.6K Sell
283
-654
-70% -$36.1K ﹤0.01% 810
2025
Q2 		$48.1K Buy
+937
New +$51.8K 0.01% 524

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Securities Group's NWE Position: Q4 2025 in Review

Summit Securities Group sold out of NorthWestern Energy (NWE) in Q4 2025, closing a stake of 283 shares — an estimated $16.6K sold.

Summit Securities Group first reported a position in NWE in Q2 2025 and held it in 2 quarters. The position peaked at $48.1K in Q2 2025. 358 funds tracked by Wall St. Rank hold NWE as of Q4 2025.

  • Summit Securities Group reported no remaining NorthWestern Energy position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 283 NorthWestern Energy shares in Q4 2025, an estimated $16.6K.
  • Summit Securities Group first reported a position in NorthWestern Energy in Q2 2025 and held it in 2 quarters.
  • Summit Securities Group's NorthWestern Energy position peaked at $48.1K in Q2 2025.
  • 358 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.