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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
2026
Q1 		– Sell
-131
Closed -$8.46K – 816
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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Tucker Asset Management's NWE Position: Q1 2026 in Review

Tucker Asset Management sold out of NorthWestern Energy (NWE) in Q1 2026, closing a stake of 131 shares — an estimated $8.46K sold.

Tucker Asset Management first reported a position in NWE in Q1 2023 and held it in 9 quarters. The position peaked at $90.1K in Q3 2023. 373 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

  • Tucker Asset Management reported no remaining NorthWestern Energy position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 131 NorthWestern Energy shares in Q1 2026, an estimated $8.46K.
  • Tucker Asset Management first reported a position in NorthWestern Energy in Q1 2023 and held it in 9 quarters.
  • Tucker Asset Management's NorthWestern Energy position peaked at $90.1K in Q3 2023.
  • 373 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.