United Services Automobile Association’s NorthWestern Energy NWE Stock Holding History

United Services Automobile Association’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
2025 Q2	–	Sell	-3,874	Closed	-$220K	–	702
2025 Q1	$220K	Buy	+3,874	New	+$211K	0.01%	973
2019 Q3	–	Sell	-16,192	Closed	-$1.17M	–	1303
2019 Q2	$1.17M	Buy	16,192 +563	+4%	+$40K	﹤0.01%	1260
2019 Q1	$1.1M	Buy	15,629 +193	+1%	+$12.7K	﹤0.01%	1274
2018 Q4	$918K	Buy	15,436 +4,415	+40%	+$271K	﹤0.01%	1289
2018 Q3	$646K	Buy	11,021 +3,215	+41%	+$191K	﹤0.01%	1562
2018 Q2	$447K	Buy	7,806 +589	+8%	+$31.9K	﹤0.01%	1734
2018 Q1	$388K	Buy	+7,217	New	+$382K	﹤0.01%	1793
2017 Q3	–	Sell	-17,890	Closed	-$1.09M	–	1436
2017 Q2	$1.09M	Hold	17,890	–	–	﹤0.01%	1146
2017 Q1	$1.05M	Sell	17,890 -2,320	-11%	-$133K	﹤0.01%	1084
2016 Q4	$1.15M	Hold	20,210	–	–	﹤0.01%	1084
2016 Q3	$1.16M	Buy	20,210 +710	+4%	+$42.3K	﹤0.01%	1084
2016 Q2	$1.23M	Buy	19,500 +450	+2%	+$26.6K	﹤0.01%	1041
2016 Q1	$1.18M	Hold	19,050	–	–	﹤0.01%	1029
2015 Q4	$1.03M	Buy	+19,050	New	+$1.04M	﹤0.01%	1076

Other funds holding NWE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Services Automobile Association's NWE Position: Q2 2025 in Review

United Services Automobile Association sold out of NorthWestern Energy (NWE) in Q2 2025, closing a stake of 3,874 shares — an estimated $220K sold.

United Services Automobile Association first reported a position in NWE in Q4 2015 and held it in 14 quarters. The position peaked at $1.23M in Q2 2016. 335 funds tracked by Wall St. Rank hold NWE as of Q2 2025.

United Services Automobile Association reported no remaining NorthWestern Energy position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 3,874 NorthWestern Energy shares in Q2 2025, an estimated $220K.
United Services Automobile Association first reported a position in NorthWestern Energy in Q4 2015 and held it in 14 quarters.
United Services Automobile Association's NorthWestern Energy position peaked at $1.23M in Q2 2016.
335 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.