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True Wealth Design’s NorthWestern Energy NWE Stock Holding History

True Wealth Design’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 		$860 Sell
12
-97
-89% -$6.88K ﹤0.01% 2042
2026
Q1 		$7.16K Sell
109
-4
-4% -$271 ﹤0.01% 1089
2025
Q4 		$7.26K Buy
113
+37
+49% +$2.34K ﹤0.01% 960
2025
Q3 		$4.43K Buy
+76
New +$4.19K ﹤0.01% 1123

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

True Wealth Design's NWE Position: Q2 2026 in Review

True Wealth Design reduced its NorthWestern Energy (NWE) stake by 89% in Q2 2026, selling an estimated $6.88K and leaving 12 shares worth $860. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

True Wealth Design first reported a position in NWE in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.26K in Q4 2025. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • True Wealth Design held 12 shares of NorthWestern Energy worth $860 as of Q2 2026.
  • True Wealth Design sold 97 NorthWestern Energy shares in Q2 2026, an estimated $6.88K.
  • NorthWestern Energy made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2042 holding.
  • True Wealth Design first reported a position in NorthWestern Energy in Q3 2025 and has held it in 4 quarters since.
  • True Wealth Design's NorthWestern Energy position peaked at $7.26K in Q4 2025.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.