Universal-Beteiligungs- und Servicegesellschaft’s NorthWestern Energy NWE Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$425K	Buy	5,940 +1,178	+25%	+$83.5K	﹤0.01%	1831
2026 Q1	$314K	Hold	4,762	–	–	﹤0.01%	1862
2025 Q4	$307K	Buy	4,762 +941	+25%	+$59.6K	﹤0.01%	1854
2025 Q3	$224K	Buy	+3,821	New	+$211K	﹤0.01%	1984
2025 Q2	–	Sell	-31,486	Closed	-$1.82M	–	2072
2025 Q1	$1.82M	Buy	+31,486	New	+$1.71M	﹤0.01%	1244

Other funds holding NWE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's NWE Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its NorthWestern Energy (NWE) stake by 25% in Q2 2026, buying an estimated $83.5K and bringing the position to 5,940 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in NWE in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.82M in Q1 2025. 255 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 5,940 shares of NorthWestern Energy worth $425K as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft bought 1,178 NorthWestern Energy shares in Q2 2026, an estimated $83.5K.
NorthWestern Energy made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1831 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in NorthWestern Energy in Q1 2025 and has held it in 5 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's NorthWestern Energy position peaked at $1.82M in Q1 2025.
255 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.