V-Square Quantitative Management’s NorthWestern Energy NWE Stock Holding History

V-Square Quantitative Management’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	$96.3K	Hold	1,345	–	–	0.01%	541
2026 Q1	$88.7K	Hold	1,345	–	–	0.01%	550
2025 Q4	$86.8K	Buy	+1,345	New	+$85.2K	0.01%	539
2025 Q2	–	Sell	-459	Closed	-$26.6K	–	698
2025 Q1	$26.6K	Hold	459	–	–	﹤0.01%	659
2024 Q4	$24.5K	Hold	459	–	–	﹤0.01%	672
2024 Q3	$26.3K	Buy	+459	New	+$24.5K	﹤0.01%	657
2023 Q3	–	Sell	-132	Closed	-$7.49K	–	560
2023 Q2	$7.49K	Buy	+132	New	+$7.72K	0.01%	461

Other funds holding NWE

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

V-Square Quantitative Management's NWE Position: Q2 2026 in Review

V-Square Quantitative Management held its NorthWestern Energy (NWE) position steady in Q2 2026 at 1,345 shares worth $96.3K. The position accounts for 0.01% of the portfolio, ranked #541.

V-Square Quantitative Management first reported a position in NWE in Q2 2023 and has held it in 7 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

V-Square Quantitative Management held 1,345 shares of NorthWestern Energy worth $96.3K as of Q2 2026.
V-Square Quantitative Management left its NorthWestern Energy share count unchanged in Q2 2026.
NorthWestern Energy made up 0.01% of V-Square Quantitative Management's portfolio in Q2 2026, its #541 holding.
V-Square Quantitative Management first reported a position in NorthWestern Energy in Q2 2023 and has held it in 7 quarters since.
375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.