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Winton Group’s NorthWestern Energy NWE Stock Holding History

Winton Group’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 		$1.3M Sell
18,190
-28
-0.2% -$1.99K 0.04% 437
2026
Q1 		$1.2M Buy
18,218
+6,145
+51% +$416K 0.04% 489
2025
Q4 		$779K Buy
+12,073
New +$764K 0.03% 537
2025
Q3 		– Sell
-20,235
Closed -$1.04M – 938
2025
Q2 		$1.04M Buy
20,235
+1,486
+8% +$82.1K 0.05% 426
2025
Q1 		$1.09M Buy
+18,749
New +$1.02M 0.07% 341
2024
Q4 		– Sell
-13,536
Closed -$775K – 735
2024
Q3 		$775K Buy
+13,536
New +$723K 0.05% 367
2023
Q2 		– Sell
-7,104
Closed -$411K – 1010
2023
Q1 		$411K Buy
7,104
+21
+0.3% +$1.2K 0.03% 751
2022
Q4 		$420K Sell
7,083
-11,270
-61% -$615K 0.03% 683
2022
Q3 		$904K Sell
18,353
-15,379
-46% -$844K 0.06% 451
2022
Q2 		$1.99M Buy
33,732
+16,249
+93% +$967K 0.11% 268
2022
Q1 		$1.06M Buy
+17,483
New +$1.02M 0.06% 449
2020
Q3 		– Sell
-19,720
Closed -$1.07M – 1568
2020
Q2 		$1.07M Sell
19,720
-615
-3% -$35.6K 0.03% 941
2020
Q1 		$1.22M Buy
20,335
+2,175
+12% +$155K 0.03% 724
2019
Q4 		$1.3M Buy
+18,160
New +$1.31M 0.02% 968

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Winton Group's NWE Position: Q2 2026 in Review

Winton Group reduced its NorthWestern Energy (NWE) stake by 0.15% in Q2 2026, selling an estimated $1.99K and leaving 18,190 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #437.

Winton Group first reported a position in NWE in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.99M in Q2 2022. 270 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Winton Group held 18,190 shares of NorthWestern Energy worth $1.3M as of Q2 2026.
  • Winton Group sold 28 NorthWestern Energy shares in Q2 2026, an estimated $1.99K.
  • NorthWestern Energy made up 0.04% of Winton Group's portfolio in Q2 2026, its #437 holding.
  • Winton Group first reported a position in NorthWestern Energy in Q4 2019 and has held it in 14 quarters since.
  • Winton Group's NorthWestern Energy position peaked at $1.99M in Q2 2022.
  • 270 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.