Triumph Capital Management’s NorthWestern Energy NWE Stock Holding History

Triumph Capital 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	$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

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

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.