UBS Group’s NorthWestern Energy NWE Stock Holding History

UBS Group’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
2018 Q1	–	Sell	-10,600	Closed	-$633K	–	8060
2017 Q4	$633K	Buy	+10,600	New	+$639K	﹤0.01%	4115

Other funds holding NWE

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

UBS Group's NWE Position: Q1 2026 in Review

UBS Group increased its NorthWestern Energy (NWE) stake by 41% in Q1 2026, buying an estimated $19.4M and bringing the position to 994,528 shares worth $65.6M. The position accounts for 0.01% of the portfolio, ranked #1368.

UBS Group first reported a position in NWE in Q4 2014 and has held it in 46 quarters since. 371 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

UBS Group held 994,528 shares of NorthWestern Energy worth $65.6M as of Q1 2026.
UBS Group bought 286,706 NorthWestern Energy shares in Q1 2026, an estimated $19.4M.
NorthWestern Energy made up 0.01% of UBS Group's portfolio in Q1 2026, its #1368 holding.
UBS Group first reported a position in NorthWestern Energy in Q4 2014 and has held it in 46 quarters since.
371 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.