RAFFA WEALTH MANAGEMENT, LLC’s NorthWestern Energy NWE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$72	Hold	1	–	–	﹤0.01%	1465
2026 Q1	$66	Buy	+1	New	+$68	﹤0.01%	1359
2017 Q1	–	Sell	-20	Closed	-$1.14K	–	704
2016 Q4	$1.14K	Sell	20 -6	-23%	-$337	﹤0.01%	401
2016 Q3	$1.5K	Hold	26	–	–	﹤0.01%	322
2016 Q2	$1.64K	Hold	26	–	–	﹤0.01%	291
2016 Q1	$1.61K	Hold	26	–	–	﹤0.01%	292
2015 Q4	$1.41K	Hold	26	–	–	﹤0.01%	313
2015 Q3	$1.4K	Hold	26	–	–	﹤0.01%	322
2015 Q2	$1.27K	Hold	26	–	–	﹤0.01%	336
2015 Q1	$1.4K	Hold	26	–	–	﹤0.01%	310
2014 Q4	$1.47K	Hold	26	–	–	﹤0.01%	285
2014 Q3	$1.18K	Buy	+26	New	+$1.25K	﹤0.01%	315
2014 Q1	–	Sell	-26	Closed	-$1.47K	–	587
2013 Q4	$1.47K	Buy	+26	New	+$1.16K	﹤0.01%	285

Other funds holding NWE

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

LSC

Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's NWE Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its NorthWestern Energy (NWE) position steady in Q2 2026 at 1 share worth $72. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in NWE in Q4 2013 and has held it in 13 quarters since. The position peaked at $1.64K in Q2 2016. 86 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1 share of NorthWestern Energy worth $72 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its NorthWestern Energy share count unchanged in Q2 2026.
NorthWestern Energy made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1465 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in NorthWestern Energy in Q4 2013 and has held it in 13 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's NorthWestern Energy position peaked at $1.64K in Q2 2016.
86 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.