Yousif Capital Management’s NorthWestern Energy NWE Stock Holding History

Yousif 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	$1.21M	Sell	16,889 -1,057	-6%	-$74.9K	0.01%	958
2026 Q1	$1.18M	Sell	17,946 -1,006	-5%	-$68.1K	0.01%	954
2025 Q4	$1.29M	Sell	18,952 -377	-2%	-$23.9K	0.01%	950
2025 Q3	$1.13M	Sell	19,329 -1,214	-6%	-$67K	0.01%	1030
2025 Q2	$1.05M	Sell	20,543 -348	-2%	-$19.2K	0.01%	1099
2025 Q1	$1.21M	Sell	20,891 -579	-3%	-$31.5K	0.01%	1001
2024 Q4	$1.15M	Sell	21,470 -1,065	-5%	-$57.9K	0.01%	1069
2024 Q3	$1.29M	Sell	22,535 -3,104	-12%	-$166K	0.01%	1018
2024 Q2	$1.28M	Sell	25,639 -2,151	-8%	-$109K	0.01%	985
2024 Q1	$1.42M	Sell	27,790 -615	-2%	-$30K	0.02%	1001
2023 Q4	$1.45M	Buy	28,405 +621	+2%	+$31K	0.02%	1008
2023 Q3	$1.34M	Sell	27,784 -1,350	-5%	-$72K	0.02%	971
2023 Q2	$1.65M	Sell	29,134 -145	-0.5%	-$8.48K	0.02%	873
2023 Q1	$1.69M	Sell	29,279 -175	-0.6%	-$9.99K	0.02%	861
2022 Q4	$1.75M	Buy	29,454 +1,043	+4%	+$56.9K	0.02%	850
2022 Q3	$1.4M	Sell	28,411 -1,737	-6%	-$95.4K	0.02%	976
2022 Q2	$1.78M	Buy	30,148 +1,630	+6%	+$97K	0.02%	896
2022 Q1	$1.73M	Buy	28,518 +1,031	+4%	+$60.3K	0.02%	1042
2021 Q4	$1.57M	Buy	+27,487	New	+$1.56M	0.02%	1143

Other funds holding NWE

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

LSC

Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

HIMS

Hager Investment Management Services New London, New Hampshire $217M AUM 56.89% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Yousif Capital Management's NWE Position: Q2 2026 in Review

Yousif Capital Management reduced its NorthWestern Energy (NWE) stake by 5.9% in Q2 2026, selling an estimated $74.9K and leaving 16,889 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #958.

Yousif Capital Management first reported a position in NWE in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.78M in Q2 2022. 55 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Yousif Capital Management held 16,889 shares of NorthWestern Energy worth $1.21M as of Q2 2026.
Yousif Capital Management sold 1,057 NorthWestern Energy shares in Q2 2026, an estimated $74.9K.
NorthWestern Energy made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #958 holding.
Yousif Capital Management first reported a position in NorthWestern Energy in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's NorthWestern Energy position peaked at $1.78M in Q2 2022.
55 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.