Triumph Capital Management’s NorthWestern Energy NWE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$91K Hold
1,380
0.02% 474
2025
Q4
$89.1K Buy
+1,380
New +$87.4K 0.02% 462
2021
Q4
Sell
-3,932
Closed -$225K 228
2021
Q3
$225K Buy
3,932
+40
+1% +$2.48K 0.11% 170
2021
Q2
$240K Buy
+3,892
New +$253K 0.14% 145

Other funds holding NWE

Triumph Capital Management's NWE Position: Q1 2026 in Review

Triumph Capital Management held its NorthWestern Energy (NWE) position steady in Q1 2026 at 1,380 shares worth $91K. The position accounts for 0.02% of the portfolio, ranked #474.

Triumph Capital Management first reported a position in NWE in Q2 2021 and has held it in 4 quarters since. The position peaked at $240K in Q2 2021. 370 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

  • Triumph Capital Management held 1,380 shares of NorthWestern Energy worth $91K as of Q1 2026.
  • Triumph Capital Management left its NorthWestern Energy share count unchanged in Q1 2026.
  • NorthWestern Energy made up 0.02% of Triumph Capital Management's portfolio in Q1 2026, its #474 holding.
  • Triumph Capital Management first reported a position in NorthWestern Energy in Q2 2021 and has held it in 4 quarters since.
  • Triumph Capital Management's NorthWestern Energy position peaked at $240K in Q2 2021.
  • 370 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.