WCM
NWE icon

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

FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return