WPG Advisers’s NorthWestern Energy NWE Stock Holding History

WPG Advisers’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	$645	Hold	9	–	–	﹤0.01%	1405
2026 Q1	$593	Hold	9	–	–	﹤0.01%	1338
2025 Q4	$581	Hold	9	–	–	﹤0.01%	1366
2025 Q3	$527	Hold	9	–	–	﹤0.01%	1360
2025 Q2	$462	Hold	9	–	–	﹤0.01%	1357
2025 Q1	$521	Hold	9	–	–	﹤0.01%	1345
2024 Q4	$481	Buy	+9	New	+$489	﹤0.01%	1345

Other funds holding NWE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

WPG Advisers's NWE Position: Q2 2026 in Review

WPG Advisers held its NorthWestern Energy (NWE) position steady in Q2 2026 at 9 shares worth $645. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

WPG Advisers first reported a position in NWE in Q4 2024 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

WPG Advisers held 9 shares of NorthWestern Energy worth $645 as of Q2 2026.
WPG Advisers left its NorthWestern Energy share count unchanged in Q2 2026.
NorthWestern Energy made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1405 holding.
WPG Advisers first reported a position in NorthWestern Energy in Q4 2024 and has held it in 7 quarters since.
159 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.