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Sunbelt Securities’s NorthWestern Energy NWE Stock Holding History

Sunbelt Securities’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 		$5.47K Hold
83
– – ﹤0.01% 1652
2025
Q4 		$5.36K Buy
83
+8
+11% +$507 ﹤0.01% 1622
2025
Q3 		$4.4K Buy
+75
New +$4.14K ﹤0.01% 1667

Other funds holding NWE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Sunbelt Securities's NWE Position: Q1 2026 in Review

Sunbelt Securities held its NorthWestern Energy (NWE) position steady in Q1 2026 at 83 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Sunbelt Securities first reported a position in NWE in Q3 2025 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

  • Sunbelt Securities held 83 shares of NorthWestern Energy worth $5.47K as of Q1 2026.
  • Sunbelt Securities left its NorthWestern Energy share count unchanged in Q1 2026.
  • NorthWestern Energy made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1652 holding.
  • Sunbelt Securities first reported a position in NorthWestern Energy in Q3 2025 and has held it in 3 quarters since.
  • 370 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.