Tucker Asset Management’s NorthWestern Energy NWE Stock Holding History

Tucker 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
2025 Q4	$8.46K	Buy	+131	New	+$8.29K	﹤0.01%	603
2025 Q1	–	Sell	-459	Closed	-$24.5K	–	720
2024 Q4	$24.5K	Buy	459 +90	+24%	+$4.89K	﹤0.01%	514
2024 Q3	$21.1K	Sell	369 -71	-16%	-$3.79K	﹤0.01%	522
2024 Q2	$22K	Sell	440 -1	-0.2%	-$51	﹤0.01%	599
2024 Q1	$22.5K	Sell	441 -841	-66%	-$41K	0.01%	632
2023 Q4	$65.2K	Sell	1,282 -593	-32%	-$29.6K	0.02%	302
2023 Q3	$90.1K	Buy	1,875 +462	+33%	+$24.6K	0.02%	231
2023 Q2	$80.2K	Buy	1,413 +726	+106%	+$42.4K	0.02%	193
2023 Q1	$39.8K	Buy	+687	New	+$39.2K	0.01%	294

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

RRAM

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

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tucker Asset Management's NWE Position: Q4 2025 in Review

Tucker Asset Management opened a new position in NorthWestern Energy (NWE) in Q4 2025: 131 shares worth $8.46K. The stake represents ﹤0.01% of the portfolio and ranks #603 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in NWE as recently as Q4 2024.

Tucker Asset Management first reported a position in NWE in Q1 2023 and has held it in 9 quarters since. The position peaked at $90.1K in Q3 2023. 357 funds tracked by Wall St. Rank hold NWE as of Q4 2025.

Tucker Asset Management held 131 shares of NorthWestern Energy worth $8.46K as of Q4 2025.
NorthWestern Energy was a new Tucker Asset Management position in Q4 2025.
NorthWestern Energy made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #603 holding.
Tucker Asset Management first reported a position in NorthWestern Energy in Q1 2023 and has held it in 9 quarters since.
Tucker Asset Management's NorthWestern Energy position peaked at $90.1K in Q3 2023.
357 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.