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Xponance’s NorthWestern Energy NWE Stock Holding History

Xponance’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 		$655K Buy
9,144
+441
+5% +$31.3K ﹤0.01% 973
2026
Q1 		$574K Buy
8,703
+1,271
+17% +$86.1K ﹤0.01% 956
2025
Q4 		$480K Sell
7,432
-1,246
-14% -$78.9K ﹤0.01% 970
2025
Q3 		$509K Sell
8,678
-7
-0.1% -$386 ﹤0.01% 963
2025
Q2 		$446K Sell
8,685
-97
-1% -$5.36K ﹤0.01% 992
2025
Q1 		$508K Buy
8,782
+53
+0.6% +$2.88K ﹤0.01% 924
2024
Q4 		$467K Buy
8,729
+421
+5% +$22.9K ﹤0.01% 967
2024
Q3 		$475K Sell
8,308
-19
-0.2% -$1.01K ﹤0.01% 953
2024
Q2 		$417K Sell
8,327
-511
-6% -$25.8K ﹤0.01% 960
2024
Q1 		$450K Sell
8,838
-25
-0.3% -$1.22K ﹤0.01% 972
2023
Q4 		$451K Buy
8,863
+219
+3% +$10.9K 0.01% 962
2023
Q3 		$415K Sell
8,644
-127
-1% -$6.77K 0.01% 953
2023
Q2 		$498K Sell
8,771
-278
-3% -$16.3K 0.01% 910
2023
Q1 		$524K Buy
9,049
+45
+0.5% +$2.57K 0.01% 905
2022
Q4 		$534K Buy
9,004
+280
+3% +$15.3K 0.01% 876
2022
Q3 		$430K Buy
8,724
+310
+4% +$17K 0.01% 895
2022
Q2 		$496K Buy
8,414
+466
+6% +$27.7K 0.01% 859
2022
Q1 		$481K Buy
7,948
+65
+0.8% +$3.8K 0.01% 906
2021
Q4 		$451K Buy
7,883
+169
+2% +$9.61K 0.01% 940
2021
Q3 		$442K Sell
7,714
-292
-4% -$18.1K 0.01% 939
2021
Q2 		$482K Buy
8,006
+2,453
+44% +$160K 0.01% 942
2021
Q1 		$362K Sell
5,553
-1,184
-18% -$70K 0.01% 905
2020
Q4 		$393K Sell
6,737
-29
-0.4% -$1.61K 0.01% 852
2020
Q3 		$329K Sell
6,766
-122
-2% -$6.48K 0.01% 820
2020
Q2 		$376K Buy
+6,888
New +$399K 0.01% 744

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

Xponance's NWE Position: Q2 2026 in Review

Xponance increased its NorthWestern Energy (NWE) stake by 5.1% in Q2 2026, buying an estimated $31.3K and bringing the position to 9,144 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Xponance first reported a position in NWE in Q2 2020 and has held it in 25 quarters since. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Xponance held 9,144 shares of NorthWestern Energy worth $655K as of Q2 2026.
  • Xponance bought 441 NorthWestern Energy shares in Q2 2026, an estimated $31.3K.
  • NorthWestern Energy made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #973 holding.
  • Xponance first reported a position in NorthWestern Energy in Q2 2020 and has held it in 25 quarters since.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.