WANY
NWE icon

Wealthspire Advisors (New York)’s NorthWestern Energy NWE Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-775
Closed -$45.4K – 2266
2025
Q3 		$45.4K Buy
+775
New +$42.8K ﹤0.01% 1284

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s NWE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of NorthWestern Energy (NWE) in Q4 2025, closing a stake of 775 shares — an estimated $45.4K sold.

Wealthspire Advisors (New York) first reported a position in NWE in Q3 2025 and held it in 1 quarter. The position peaked at $45.4K in Q3 2025. 357 funds tracked by Wall St. Rank hold NWE as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining NorthWestern Energy position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 775 NorthWestern Energy shares in Q4 2025, an estimated $45.4K.
  • Wealthspire Advisors (New York) first reported a position in NorthWestern Energy in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s NorthWestern Energy position peaked at $45.4K in Q3 2025.
  • 357 funds tracked by Wall St. Rank held NorthWestern Energy as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.