UCFA
NWE icon

United Capital Financial Advisors’s NorthWestern Energy NWE Stock Holding History

United Capital Financial 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 		$308K Buy
4,301
+850
+25% +$60.2K ﹤0.01% 1352
2026
Q1 		$228K Buy
+3,451
New +$234K ﹤0.01% 1499

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

United Capital Financial Advisors's NWE Position: Q2 2026 in Review

United Capital Financial Advisors increased its NorthWestern Energy (NWE) stake by 25% in Q2 2026, buying an estimated $60.2K and bringing the position to 4,301 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

United Capital Financial Advisors first reported a position in NWE in Q1 2026 and has held it in 2 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • United Capital Financial Advisors held 4,301 shares of NorthWestern Energy worth $308K as of Q2 2026.
  • United Capital Financial Advisors bought 850 NorthWestern Energy shares in Q2 2026, an estimated $60.2K.
  • NorthWestern Energy made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1352 holding.
  • United Capital Financial Advisors first reported a position in NorthWestern Energy in Q1 2026 and has held it in 2 quarters since.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.