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Westfuller Advisors’s NorthWestern Energy NWE Stock Holding History

Westfuller Advisors’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 		$83.5K Hold
1,165
– – 0.03% 250
2026
Q1 		$76.8K Hold
1,165
– – 0.03% 238
2025
Q4 		$75.2K Sell
1,165
-13
-1% -$823 0.03% 259
2025
Q3 		$69.1K Buy
+1,178
New +$65K 0.03% 255

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

Westfuller Advisors's NWE Position: Q2 2026 in Review

Westfuller Advisors held its NorthWestern Energy (NWE) position steady in Q2 2026 at 1,165 shares worth $83.5K. The position accounts for 0.03% of the portfolio, ranked #250.

Westfuller Advisors first reported a position in NWE in Q3 2025 and has held it in 4 quarters since. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Westfuller Advisors held 1,165 shares of NorthWestern Energy worth $83.5K as of Q2 2026.
  • Westfuller Advisors left its NorthWestern Energy share count unchanged in Q2 2026.
  • NorthWestern Energy made up 0.03% of Westfuller Advisors's portfolio in Q2 2026, its #250 holding.
  • Westfuller Advisors first reported a position in NorthWestern Energy in Q3 2025 and has held it in 4 quarters since.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.