VA
NWE icon

Vident Advisory’s NorthWestern Energy NWE Stock Holding History

Vident Advisory’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 		$295K Buy
4,121
+8
+0.2% +$567 ﹤0.01% 1614
2026
Q1 		$271K Buy
+4,113
New +$278K ﹤0.01% 1557

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 $3.38T AUM 44.17% 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

Vident Advisory's NWE Position: Q2 2026 in Review

Vident Advisory increased its NorthWestern Energy (NWE) stake by 0.19% in Q2 2026, buying an estimated $567 and bringing the position to 4,121 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Vident Advisory first reported a position in NWE in Q1 2026 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Vident Advisory held 4,121 shares of NorthWestern Energy worth $295K as of Q2 2026.
  • Vident Advisory bought 8 NorthWestern Energy shares in Q2 2026, an estimated $567.
  • NorthWestern Energy made up ﹤0.01% of Vident Advisory's portfolio in Q2 2026, its #1614 holding.
  • Vident Advisory first reported a position in NorthWestern Energy in Q1 2026 and has held it in 2 quarters since.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.