VELA Investment Management’s NorthWestern Energy NWE Stock Holding History

VELA Investment 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 Q1	–	Sell	-4,233	Closed	-$273K	–	187
2025 Q4	$273K	Hold	4,233	–	–	0.06%	162
2025 Q3	$248K	Buy	+4,233	New	+$234K	0.06%	164
2024 Q3	–	Sell	-8,237	Closed	-$413K	–	178
2024 Q2	$413K	Hold	8,237	–	–	0.13%	139
2024 Q1	$420K	Hold	8,237	–	–	0.14%	139
2023 Q4	$419K	Sell	8,237 -799	-9%	-$39.9K	0.16%	135
2023 Q3	$434K	Hold	9,036	–	–	0.19%	115
2023 Q2	$513K	Hold	9,036	–	–	0.24%	110
2023 Q1	$523K	Hold	9,036	–	–	0.24%	112
2022 Q4	$536K	Sell	9,036 -15,085	-63%	-$823K	0.26%	106
2022 Q3	$1.19M	Buy	24,121 +4,132	+21%	+$227K	0.67%	46
2022 Q2	$1.18M	Buy	19,989 +4,916	+33%	+$293K	0.67%	46
2022 Q1	$912K	Buy	+15,073	New	+$882K	0.57%	56

Other funds holding NWE

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

VELA Investment Management's NWE Position: Q1 2026 in Review

VELA Investment Management sold out of NorthWestern Energy (NWE) in Q1 2026, closing a stake of 4,233 shares — an estimated $273K sold.

VELA Investment Management first reported a position in NWE in Q1 2022 and held it in 12 quarters. The position peaked at $1.19M in Q3 2022. 371 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

VELA Investment Management reported no remaining NorthWestern Energy position as of Q1 2026 after selling out during the quarter.
VELA Investment Management sold 4,233 NorthWestern Energy shares in Q1 2026, an estimated $273K.
VELA Investment Management first reported a position in NorthWestern Energy in Q1 2022 and held it in 12 quarters.
VELA Investment Management's NorthWestern Energy position peaked at $1.19M in Q3 2022.
371 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on VELA Investment Management's 13F filing for Q1 2026, filed 8 May 2026.