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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Neuberger Berman Group

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