TD Asset Management’s NorthWestern Energy NWE Stock Holding History

TD 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 Q1	$462K	Sell	7,000 -1,100	-14%	-$74.5K	﹤0.01%	1176
2025 Q4	$523K	Buy	+8,100	New	+$513K	﹤0.01%	1164
2024 Q4	–	Sell	-10,800	Closed	-$619K	–	1358
2024 Q3	$619K	Sell	10,800 -15,500	-59%	-$828K	﹤0.01%	1271
2024 Q2	$1.32M	Sell	26,300 -8,300	-24%	-$419K	﹤0.01%	1109
2024 Q1	$1.76M	Sell	34,600 -6,500	-16%	-$317K	﹤0.01%	1061
2023 Q4	$2.09M	Sell	41,100 -11,400	-22%	-$569K	﹤0.01%	993
2023 Q3	$2.52M	Sell	52,500 -2,000	-4%	-$107K	﹤0.01%	895
2023 Q2	$3.09M	Hold	54,500	–	–	﹤0.01%	846
2023 Q1	$3.15M	Sell	54,500 -9,500	-15%	-$542K	﹤0.01%	861
2022 Q4	$3.8M	Buy	64,000 +400	+0.6%	+$21.8K	﹤0.01%	809
2022 Q3	$3.2M	Buy	63,600 +43,400	+215%	+$2.38M	﹤0.01%	860
2022 Q2	$1.19M	Buy	20,200 +13,280	+192%	+$791K	﹤0.01%	1148
2022 Q1	$419K	Sell	6,920 -18,922	-73%	-$1.11M	﹤0.01%	1359
2021 Q4	$1.48M	Buy	25,842 +4,770	+23%	+$271K	﹤0.01%	1201
2021 Q3	$1.21M	Buy	21,072 +1,904	+10%	+$118K	﹤0.01%	1208
2021 Q2	$1.19M	Buy	19,168 +4,785	+33%	+$312K	﹤0.01%	1221
2021 Q1	$938K	Buy	14,383 +2,263	+19%	+$134K	﹤0.01%	1272
2020 Q4	$707K	Buy	+12,120	New	+$674K	﹤0.01%	1260
2020 Q1	–	Sell	-45,877	Closed	-$3.29M	–	1410
2019 Q4	$3.29M	Sell	45,877 -5,500	-11%	-$396K	﹤0.01%	811
2019 Q3	$3.86M	Sell	51,377 -1,300	-2%	-$93.8K	0.01%	744
2019 Q2	$3.8M	Sell	52,677 -4,500	-8%	-$320K	0.01%	751
2019 Q1	$4.03M	Sell	57,177 -6,010	-10%	-$394K	0.01%	751
2018 Q4	$3.76M	Hold	63,187	–	–	0.01%	746
2018 Q3	$3.71M	Buy	63,187 +6,440	+11%	+$382K	0.01%	823
2018 Q2	$3.25M	Buy	56,747 +11,056	+24%	+$600K	0.01%	822
2018 Q1	$2.46M	Sell	45,691 -25,980	-36%	-$1.37M	﹤0.01%	847
2017 Q4	$4.28M	Buy	71,671 +42,620	+147%	+$2.57M	0.01%	712
2017 Q3	$1.65M	Sell	29,051 -9,930	-25%	-$592K	﹤0.01%	923
2017 Q2	$2.38M	Buy	38,981 +440	+1%	+$26.8K	﹤0.01%	835
2017 Q1	$2.26M	Buy	38,541 +7,470	+24%	+$429K	﹤0.01%	862
2016 Q4	$1.77M	Buy	31,071 +4,111	+15%	+$231K	﹤0.01%	890
2016 Q3	$1.55M	Buy	26,960 +1,900	+8%	+$113K	﹤0.01%	919
2016 Q2	$1.58M	Buy	25,060 +2,800	+13%	+$166K	﹤0.01%	889
2016 Q1	$1.38M	Sell	22,260 -3,210	-13%	-$185K	﹤0.01%	903
2015 Q4	$1.38M	Buy	25,470 +700	+3%	+$38.1K	﹤0.01%	889
2015 Q3	$1.33M	Sell	24,770 -400	-2%	-$20.9K	﹤0.01%	879
2015 Q2	$1.23M	Buy	25,170 +18,800	+295%	+$972K	﹤0.01%	926
2015 Q1	$343K	Buy	6,370 +400	+7%	+$22K	﹤0.01%	1209
2014 Q4	$338K	Buy	5,970 +670	+13%	+$35K	﹤0.01%	1198
2014 Q3	$240K	Sell	5,300 -1,900	-26%	-$91.3K	﹤0.01%	1212
2014 Q2	$376K	Sell	7,200 -200	-3%	-$9.61K	﹤0.01%	1105
2014 Q1	$351K	Buy	7,400 +600	+9%	+$27.1K	﹤0.01%	1119
2013 Q4	$295K	Buy	6,800 +1,500	+28%	+$66.9K	﹤0.01%	1149
2013 Q3	$238K	Buy	+5,300	New	+$222K	﹤0.01%	1162

Other funds holding NWE

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 Boston, Massachusetts $2.9T AUM 29.55% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TD Asset Management's NWE Position: Q1 2026 in Review

TD Asset Management reduced its NorthWestern Energy (NWE) stake by 14% in Q1 2026, selling an estimated $74.5K and leaving 7,000 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

TD Asset Management first reported a position in NWE in Q3 2013 and has held it in 44 quarters since. The position peaked at $4.28M in Q4 2017. 370 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

TD Asset Management held 7,000 shares of NorthWestern Energy worth $462K as of Q1 2026.
TD Asset Management sold 1,100 NorthWestern Energy shares in Q1 2026, an estimated $74.5K.
NorthWestern Energy made up ﹤0.01% of TD Asset Management's portfolio in Q1 2026, its #1176 holding.
TD Asset Management first reported a position in NorthWestern Energy in Q3 2013 and has held it in 44 quarters since.
TD Asset Management's NorthWestern Energy position peaked at $4.28M in Q4 2017.
370 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on TD Asset Management's 13F filing for Q1 2026, filed 11 May 2026.