UBS Group
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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
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 $3.38T AUM 44.17% 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

UBS Group's NWE Position: Q2 2026 in Review

UBS Group reduced its NorthWestern Energy (NWE) stake by 26% in Q2 2026, selling an estimated $18.1M and leaving 739,681 shares worth $53M. The position accounts for 0.01% of the portfolio, ranked #1690.

UBS Group first reported a position in NWE in Q4 2014 and has held it in 47 quarters since. The position peaked at $65.6M in Q1 2026. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • UBS Group held 739,681 shares of NorthWestern Energy worth $53M as of Q2 2026.
  • UBS Group sold 254,847 NorthWestern Energy shares in Q2 2026, an estimated $18.1M.
  • NorthWestern Energy made up 0.01% of UBS Group's portfolio in Q2 2026, its #1690 holding.
  • UBS Group first reported a position in NorthWestern Energy in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's NorthWestern Energy position peaked at $65.6M in Q1 2026.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.