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Twin Peaks Wealth Advisors’s NorthWestern Energy NWE Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-36
Closed -$2.37K – 1540
2026
Q1 		$2.37K Buy
+36
New +$2.44K ﹤0.01% 1653
2025
Q3 		– Sell
-36
Closed -$2K – 1457
2025
Q2 		$2K Buy
+36
New +$1.99K ﹤0.01% 1624

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

Twin Peaks Wealth Advisors's NWE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of NorthWestern Energy (NWE) in Q2 2026, closing a stake of 36 shares — an estimated $2.37K sold.

Twin Peaks Wealth Advisors first reported a position in NWE in Q2 2025 and held it in 2 quarters. The position peaked at $2.37K in Q1 2026. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining NorthWestern Energy position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 36 NorthWestern Energy shares in Q2 2026, an estimated $2.37K.
  • Twin Peaks Wealth Advisors first reported a position in NorthWestern Energy in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's NorthWestern Energy position peaked at $2.37K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.