Susquehanna Fundamental Investments’s NorthWestern Energy NWE Stock Holding History

Susquehanna Fundamental Investments’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	-51,995	Closed	-$2.78M	–	1185
2024 Q4	$2.78M	Buy	+51,995	New	+$2.83M	0.04%	448
2024 Q2	$2.81M	Hold	56,195	–	–	0.06%	334
2024 Q1	$2.86M	Buy	+56,195	New	+$2.74M	0.13%	188
2023 Q4	–	Sell	-6,101	Closed	-$293K	–	241
2023 Q3	$293K	Sell	6,101 -1,688	-22%	-$90K	0.02%	298
2023 Q2	$442K	Sell	7,789 -9,133	-54%	-$534K	0.02%	460
2023 Q1	$979K	Hold	16,922	–	–	0.02%	520
2022 Q4	$1M	Sell	16,922 -28,503	-63%	-$1.55M	0.02%	654
2022 Q3	$2.24M	Buy	+45,425	New	+$2.49M	0.04%	545
2021 Q4	–	Sell	-49,590	Closed	-$2.84M	–	1672
2021 Q3	$2.84M	Buy	+49,590	New	+$3.08M	0.05%	481
2019 Q2	–	Sell	-12,162	Closed	-$856K	–	393
2019 Q1	$856K	Sell	12,162 -41,740	-77%	-$2.74M	0.1%	231
2018 Q4	$3.2M	Hold	53,902	–	–	0.56%	53
2018 Q3	$3.16M	Hold	53,902	–	–	0.54%	57
2018 Q2	$3.09M	Sell	53,902 -6,354	-11%	-$345K	0.46%	62
2018 Q1	$3.24M	Buy	+60,256	New	+$3.19M	0.38%	78

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Susquehanna Fundamental Investments's NWE Position: Q1 2025 in Review

Susquehanna Fundamental Investments sold out of NorthWestern Energy (NWE) in Q1 2025, closing a stake of 51,995 shares — an estimated $2.78M sold.

Susquehanna Fundamental Investments first reported a position in NWE in Q1 2018 and held it in 14 quarters. The position peaked at $3.24M in Q1 2018. 344 funds tracked by Wall St. Rank hold NWE as of Q1 2025.

Susquehanna Fundamental Investments reported no remaining NorthWestern Energy position as of Q1 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 51,995 NorthWestern Energy shares in Q1 2025, an estimated $2.78M.
Susquehanna Fundamental Investments first reported a position in NorthWestern Energy in Q1 2018 and held it in 14 quarters.
Susquehanna Fundamental Investments's NorthWestern Energy position peaked at $3.24M in Q1 2018.
344 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2025, filed 14 May 2025.