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SummitTX Capital’s NorthWestern Energy NWE Stock Holding History

SummitTX Capital’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
Q1 		– Sell
-6,300
Closed -$407K – 912
2025
Q4 		$407K Buy
+6,300
New +$399K 0.01% 558
2025
Q2 		– Sell
-6,331
Closed -$366K – 947
2025
Q1 		$366K Buy
+6,331
New +$344K 0.02% 617

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

SummitTX Capital's NWE Position: Q1 2026 in Review

SummitTX Capital sold out of NorthWestern Energy (NWE) in Q1 2026, closing a stake of 6,300 shares — an estimated $407K sold.

SummitTX Capital first reported a position in NWE in Q1 2025 and held it in 2 quarters. The position peaked at $407K in Q4 2025. 373 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

  • SummitTX Capital reported no remaining NorthWestern Energy position as of Q1 2026 after selling out during the quarter.
  • SummitTX Capital sold 6,300 NorthWestern Energy shares in Q1 2026, an estimated $407K.
  • SummitTX Capital first reported a position in NorthWestern Energy in Q1 2025 and held it in 2 quarters.
  • SummitTX Capital's NorthWestern Energy position peaked at $407K in Q4 2025.
  • 373 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.