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 Q2	$98.8K	Hold	1,380	–	–	0.02%	491
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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

HIMS

Hager Investment Management Services New London, New Hampshire $217M AUM 56.89% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Triumph Capital Management's NWE Position: Q2 2026 in Review

Triumph Capital Management held its NorthWestern Energy (NWE) position steady in Q2 2026 at 1,380 shares worth $98.8K. The position accounts for 0.02% of the portfolio, ranked #491.

Triumph Capital Management first reported a position in NWE in Q2 2021 and has held it in 5 quarters since. The position peaked at $240K in Q2 2021. 46 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Triumph Capital Management held 1,380 shares of NorthWestern Energy worth $98.8K as of Q2 2026.
Triumph Capital Management left its NorthWestern Energy share count unchanged in Q2 2026.
NorthWestern Energy made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #491 holding.
Triumph Capital Management first reported a position in NorthWestern Energy in Q2 2021 and has held it in 5 quarters since.
Triumph Capital Management's NorthWestern Energy position peaked at $240K in Q2 2021.
46 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.