Voloridge Investment Management
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Voloridge Investment Management’s NorthWestern Energy NWE Stock Holding History

Voloridge 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
Q2 		$520K Buy
+7,259
New +$515K ﹤0.01% 758
2025
Q4 		– Sell
-42,989
Closed -$2.52M – 1297
2025
Q3 		$2.52M Sell
42,989
-51,649
-55% -$2.85M 0.01% 889
2025
Q2 		$4.85M Sell
94,638
-85,748
-48% -$4.74M 0.02% 760
2025
Q1 		$10.4M Buy
180,386
+92,705
+106% +$5.04M 0.04% 557
2024
Q4 		$4.69M Buy
87,681
+54,785
+167% +$2.98M 0.02% 789
2024
Q3 		$1.88M Sell
32,896
-36,783
-53% -$1.96M 0.01% 944
2024
Q2 		$3.49M Buy
69,679
+10,007
+17% +$506K 0.01% 842
2024
Q1 		$3.04M Buy
+59,672
New +$2.91M 0.01% 762
2023
Q4 		– Sell
-30,733
Closed -$1.48M – 1375
2023
Q3 		$1.48M Buy
+30,733
New +$1.64M 0.01% 1010
2023
Q1 		– Sell
-27,220
Closed -$1.62M – 1540
2022
Q4 		$1.62M Buy
27,220
+11,417
+72% +$623K 0.01% 1025
2022
Q3 		$779K Buy
15,803
+11,698
+285% +$642K ﹤0.01% 1203
2022
Q2 		$242K Sell
4,105
-23,648
-85% -$1.41M ﹤0.01% 1366
2022
Q1 		$1.68M Sell
27,753
-667
-2% -$39K 0.01% 1003
2021
Q4 		$1.62M Buy
+28,420
New +$1.62M 0.01% 1137
2020
Q4 		– Sell
-129,624
Closed -$6.3M – 1494
2020
Q3 		$6.3M Buy
129,624
+8,590
+7% +$456K 0.05% 377
2020
Q2 		$6.6M Buy
121,034
+111,873
+1,221% +$6.48M 0.08% 289
2020
Q1 		$548K Buy
+9,161
New +$653K 0.02% 683
2017
Q4 		– Sell
-6,270
Closed -$357K – 572
2017
Q3 		$357K Buy
+6,270
New +$374K 0.01% 365

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

Voloridge Investment Management's NWE Position: Q2 2026 in Review

Voloridge Investment Management opened a new position in NorthWestern Energy (NWE) in Q2 2026: 7,259 shares worth $520K. The stake represents ﹤0.01% of the portfolio and ranks #758 among its holdings. This is a return to the name: Voloridge Investment Management previously reported a position in NWE as recently as Q3 2025.

Voloridge Investment Management first reported a position in NWE in Q3 2017 and has held it in 18 quarters since. The position peaked at $10.4M in Q1 2025. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Voloridge Investment Management held 7,259 shares of NorthWestern Energy worth $520K as of Q2 2026.
  • NorthWestern Energy was a new Voloridge Investment Management position in Q2 2026.
  • NorthWestern Energy made up ﹤0.01% of Voloridge Investment Management's portfolio in Q2 2026, its #758 holding.
  • Voloridge Investment Management first reported a position in NorthWestern Energy in Q3 2017 and has held it in 18 quarters since.
  • Voloridge Investment Management's NorthWestern Energy position peaked at $10.4M in Q1 2025.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Voloridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.