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Swiss Life Asset Management’s NorthWestern Energy NWE Stock Holding History

Swiss Life Asset Management’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
Q2 		$506K Buy
7,064
+334
+5% +$23.7K ﹤0.01% 951
2026
Q1 		$444K Buy
6,730
+1,168
+21% +$79.1K ﹤0.01% 920
2025
Q4 		$359K Buy
+5,562
New +$352K ﹤0.01% 937

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Swiss Life Asset Management's NWE Position: Q2 2026 in Review

Swiss Life Asset Management increased its NorthWestern Energy (NWE) stake by 5% in Q2 2026, buying an estimated $23.7K and bringing the position to 7,064 shares worth $506K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Swiss Life Asset Management first reported a position in NWE in Q4 2025 and has held it in 3 quarters since. 242 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Swiss Life Asset Management held 7,064 shares of NorthWestern Energy worth $506K as of Q2 2026.
  • Swiss Life Asset Management bought 334 NorthWestern Energy shares in Q2 2026, an estimated $23.7K.
  • NorthWestern Energy made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #951 holding.
  • Swiss Life Asset Management first reported a position in NorthWestern Energy in Q4 2025 and has held it in 3 quarters since.
  • 242 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.