Vanguard Personalized Indexing Management
NWE icon

Vanguard Personalized Indexing Management’s NorthWestern Energy NWE Stock Holding History

Vanguard Personalized Indexing 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 		$802K Buy
11,197
+590
+6% +$41.8K 0.01% 1107
2026
Q1 		$699K Buy
10,607
+1,121
+12% +$75.9K 0.01% 1110
2025
Q4 		$612K Buy
9,486
+526
+6% +$33.3K 0.01% 1147
2025
Q3 		$525K Buy
8,960
+1,090
+14% +$60.2K 0.01% 1221
2025
Q2 		$404K Sell
7,870
-903
-10% -$49.9K ﹤0.01% 1305
2025
Q1 		$508K Sell
8,773
-75
-0.8% -$4.08K 0.01% 1105
2024
Q4 		$473K Buy
8,848
+1,035
+13% +$56.3K 0.01% 1137
2024
Q3 		$447K Buy
7,813
+639
+9% +$34.1K 0.01% 1145
2024
Q2 		$359K Buy
7,174
+1,281
+22% +$64.7K 0.01% 1188
2024
Q1 		$300K Sell
5,893
-5,833
-50% -$285K 0.01% 1262
2023
Q4 		$597K Buy
11,726
+7,429
+173% +$371K 0.02% 903
2023
Q3 		$207K Sell
4,297
-4,252
-50% -$227K 0.01% 1289
2023
Q2 		$485K Sell
8,549
-938
-10% -$54.8K 0.01% 907
2023
Q1 		$549K Buy
+9,487
New +$542K 0.02% 828

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

Vanguard Personalized Indexing Management's NWE Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its NorthWestern Energy (NWE) stake by 5.6% in Q2 2026, buying an estimated $41.8K and bringing the position to 11,197 shares worth $802K. The position accounts for 0.01% of the portfolio, ranked #1107.

Vanguard Personalized Indexing Management first reported a position in NWE in Q1 2023 and has held it in 14 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Vanguard Personalized Indexing Management held 11,197 shares of NorthWestern Energy worth $802K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 590 NorthWestern Energy shares in Q2 2026, an estimated $41.8K.
  • NorthWestern Energy made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1107 holding.
  • Vanguard Personalized Indexing Management first reported a position in NorthWestern Energy in Q1 2023 and has held it in 14 quarters since.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.