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Vise Technologies’s NorthWestern Energy NWE Stock Holding History

Vise Technologies’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 		$360K Buy
5,032
+771
+18% +$54.6K ﹤0.01% 1349
2026
Q1 		$275K Hold
4,261
– – 0.01% 1188
2025
Q4 		$275K Buy
4,261
+776
+22% +$49.1K 0.01% 1196
2025
Q3 		$204K Buy
+3,485
New +$192K 0.01% 1118
2023
Q3 		– Sell
-4,394
Closed -$249K – 353
2023
Q2 		$249K Buy
+4,394
New +$257K 0.06% 282

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

Vise Technologies's NWE Position: Q2 2026 in Review

Vise Technologies increased its NorthWestern Energy (NWE) stake by 18% in Q2 2026, buying an estimated $54.6K and bringing the position to 5,032 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Vise Technologies first reported a position in NWE in Q2 2023 and has held it in 5 quarters since. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Vise Technologies held 5,032 shares of NorthWestern Energy worth $360K as of Q2 2026.
  • Vise Technologies bought 771 NorthWestern Energy shares in Q2 2026, an estimated $54.6K.
  • NorthWestern Energy made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1349 holding.
  • Vise Technologies first reported a position in NorthWestern Energy in Q2 2023 and has held it in 5 quarters since.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.