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Wedge Capital Management’s NorthWestern Energy NWE Stock Holding History

Wedge Capital 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 		$4.78M Sell
66,778
-3,255
-5% -$231K 0.08% 201
2026
Q1 		$4.62M Sell
70,033
-3,993
-5% -$270K 0.09% 208
2025
Q4 		$4.78M Sell
74,026
-1,558
-2% -$98.6K 0.09% 219
2025
Q3 		$4.43M Sell
75,584
-12,222
-14% -$675K 0.08% 223
2025
Q2 		$4.5M Sell
87,806
-2,382
-3% -$132K 0.08% 215
2025
Q1 		$5.22M Sell
90,188
-19,449
-18% -$1.06M 0.1% 195
2024
Q4 		$5.86M Sell
109,637
-516
-0.5% -$28K 0.11% 190
2024
Q3 		$6.3M Sell
110,153
-12,896
-10% -$689K 0.11% 190
2024
Q2 		$6.16M Sell
123,049
-45,686
-27% -$2.31M 0.11% 184
2024
Q1 		$8.59M Buy
168,735
+5,311
+3% +$259K 0.14% 172
2023
Q4 		$8.32M Buy
163,424
+13,659
+9% +$682K 0.15% 172
2023
Q3 		$7.2M Sell
149,765
-42,859
-22% -$2.28M 0.14% 174
2023
Q2 		$10.9M Sell
192,624
-19,512
-9% -$1.14M 0.17% 182
2023
Q1 		$12.3M Sell
212,136
-9,915
-4% -$566K 0.21% 176
2022
Q4 		$13.2M Buy
222,051
+15,689
+8% +$856K 0.21% 173
2022
Q3 		$10.2M Sell
206,362
-4,088
-2% -$224K 0.17% 191
2022
Q2 		$12.4M Sell
210,450
-7,892
-4% -$470K 0.2% 194
2022
Q1 		$13.2M Sell
218,342
-9,307
-4% -$545K 0.18% 202
2021
Q4 		$13M Sell
227,649
-16,788
-7% -$954K 0.16% 210
2021
Q3 		$14M Sell
244,437
-14,614
-6% -$908K 0.18% 203
2021
Q2 		$15.6M Sell
259,051
-50,241
-16% -$3.27M 0.19% 192
2021
Q1 		$20.2M Sell
309,292
-51,837
-14% -$3.07M 0.24% 154
2020
Q4 		$21.1M Sell
361,129
-49,224
-12% -$2.74M 0.24% 154
2020
Q3 		$20M Buy
410,353
+6,818
+2% +$362K 0.27% 128
2020
Q2 		$22M Buy
+403,535
New +$23.4M 0.3% 130

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

Wedge Capital Management's NWE Position: Q2 2026 in Review

Wedge Capital Management reduced its NorthWestern Energy (NWE) stake by 4.6% in Q2 2026, selling an estimated $231K and leaving 66,778 shares worth $4.78M. The position accounts for 0.08% of the portfolio, ranked #201.

Wedge Capital Management first reported a position in NWE in Q2 2020 and has held it in 25 quarters since. The position peaked at $22M in Q2 2020. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Wedge Capital Management held 66,778 shares of NorthWestern Energy worth $4.78M as of Q2 2026.
  • Wedge Capital Management sold 3,255 NorthWestern Energy shares in Q2 2026, an estimated $231K.
  • NorthWestern Energy made up 0.08% of Wedge Capital Management's portfolio in Q2 2026, its #201 holding.
  • Wedge Capital Management first reported a position in NorthWestern Energy in Q2 2020 and has held it in 25 quarters since.
  • Wedge Capital Management's NorthWestern Energy position peaked at $22M in Q2 2020.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.