Wealth Enhancement Advisory Services’s NorthWestern Energy NWE Stock Holding History

Wealth Enhancement Advisory Services’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	$630K	Sell	8,659 -7,903	-48%	-$560K	﹤0.01%	2470
2026 Q1	$1.12M	Sell	16,562 -1,101	-6%	-$74.5K	﹤0.01%	1723
2025 Q4	$1.15M	Buy	17,663 +3,639	+26%	+$230K	﹤0.01%	1861
2025 Q3	$826K	Buy	14,024 +7,911	+129%	+$437K	﹤0.01%	1987
2025 Q2	$321K	Buy	+6,113	New	+$338K	﹤0.01%	2585
2025 Q1	–	Sell	-3,794	Closed	-$203K	–	3102
2024 Q4	$203K	Buy	+3,794	New	+$206K	﹤0.01%	2685

Other funds holding NWE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's NWE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its NorthWestern Energy (NWE) stake by 48% in Q2 2026, selling an estimated $560K and leaving 8,659 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #2470.

Wealth Enhancement Advisory Services first reported a position in NWE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.15M in Q4 2025. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Wealth Enhancement Advisory Services held 8,659 shares of NorthWestern Energy worth $630K as of Q2 2026.
Wealth Enhancement Advisory Services sold 7,903 NorthWestern Energy shares in Q2 2026, an estimated $560K.
NorthWestern Energy made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2470 holding.
Wealth Enhancement Advisory Services first reported a position in NorthWestern Energy in Q4 2024 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's NorthWestern Energy position peaked at $1.15M in Q4 2025.
375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.