Van Diest Capital’s NorthWestern Energy NWE Stock Holding History

Van Diest Capital’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	–	Sell	-7,330	Closed	-$483K	–	213
2026 Q1	$483K	Buy	+7,330	New	+$496K	0.38%	70

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

Van Diest Capital's NWE Position: Q2 2026 in Review

Van Diest Capital sold out of NorthWestern Energy (NWE) in Q2 2026, closing a stake of 7,330 shares — an estimated $483K sold.

Van Diest Capital first reported a position in NWE in Q1 2026 and held it in 1 quarter. The position peaked at $483K in Q1 2026. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Van Diest Capital reported no remaining NorthWestern Energy position as of Q2 2026 after selling out during the quarter.
Van Diest Capital sold 7,330 NorthWestern Energy shares in Q2 2026, an estimated $483K.
Van Diest Capital first reported a position in NorthWestern Energy in Q1 2026 and held it in 1 quarter.
Van Diest Capital's NorthWestern Energy position peaked at $483K in Q1 2026.
375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Van Diest Capital's 13F filing for Q2 2026, filed 4 Aug 2026.