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UMB Bank’s NorthWestern Energy NWE Stock Holding History

UMB Bank’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 		$252K Sell
3,524
-92
-3% -$6.52K ﹤0.01% 667
2026
Q1 		$238K Buy
3,616
+2,024
+127% +$137K ﹤0.01% 642
2025
Q4 		$103K Buy
1,592
+1,140
+252% +$72.2K ﹤0.01% 940
2025
Q3 		$26.5K Buy
452
+1
+0.2% +$55 ﹤0.01% 1354
2025
Q2 		$23.1K Buy
451
+108
+31% +$5.97K ﹤0.01% 1338
2025
Q1 		$19.8K Buy
343
+135
+65% +$7.34K ﹤0.01% 1329
2024
Q4 		$11.1K Buy
208
+159
+324% +$8.64K ﹤0.01% 1439
2024
Q3 		$2.8K Buy
+49
New +$2.62K ﹤0.01% 1895
2023
Q4 		– Sell
-39
Closed -$1.87K – 1705
2023
Q3 		$1.87K Sell
39
-23
-37% -$1.23K ﹤0.01% 1534
2023
Q2 		$3.52K Hold
62
– – ﹤0.01% 1461
2023
Q1 		$3.59K Hold
62
– – ﹤0.01% 1462
2022
Q4 		$4K Hold
62
– – ﹤0.01% 1465
2022
Q3 		$3K Buy
62
+19
+44% +$1.04K ﹤0.01% 1549
2022
Q2 		$3K Sell
43
-9
-17% -$536 ﹤0.01% 1677
2022
Q1 		$4K Sell
52
-29
-36% -$1.7K ﹤0.01% 1708
2021
Q4 		$4K Buy
+81
New +$4.6K ﹤0.01% 1692

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

UMB Bank's NWE Position: Q2 2026 in Review

UMB Bank reduced its NorthWestern Energy (NWE) stake by 2.5% in Q2 2026, selling an estimated $6.52K and leaving 3,524 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

UMB Bank first reported a position in NWE in Q4 2021 and has held it in 16 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • UMB Bank held 3,524 shares of NorthWestern Energy worth $252K as of Q2 2026.
  • UMB Bank sold 92 NorthWestern Energy shares in Q2 2026, an estimated $6.52K.
  • NorthWestern Energy made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #667 holding.
  • UMB Bank first reported a position in NorthWestern Energy in Q4 2021 and has held it in 16 quarters since.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.