ZIM
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Zacks Investment Management’s NorthWestern Energy NWE Stock Holding History

Zacks Investment 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 		$386K Sell
5,394
-2,707
-33% -$192K ﹤0.01% 549
2026
Q1 		$534K Sell
8,101
-2,564
-24% -$174K ﹤0.01% 482
2025
Q4 		$688K Buy
10,665
+84
+0.8% +$5.32K 0.01% 455
2025
Q3 		$620K Sell
10,581
-233
-2% -$12.9K ﹤0.01% 458
2025
Q2 		$555K Buy
10,814
+558
+5% +$30.8K ﹤0.01% 463
2025
Q1 		$594K Buy
10,256
+5,391
+111% +$293K 0.01% 456
2024
Q4 		$260K Buy
4,865
+528
+12% +$28.7K ﹤0.01% 579
2024
Q3 		$248K Buy
+4,337
New +$232K ﹤0.01% 594
2023
Q3 		– Sell
-5,445
Closed -$309K – 682
2023
Q2 		$309K Buy
5,445
+1,417
+35% +$82.8K ﹤0.01% 524
2023
Q1 		$233K Buy
4,028
+252
+7% +$14.4K ﹤0.01% 559
2022
Q4 		$224K Buy
+3,776
New +$206K ﹤0.01% 547
2016
Q2 		– Sell
-8,017
Closed -$495K – 687
2016
Q1 		$495K Buy
8,017
+2,137
+36% +$123K 0.02% 451
2015
Q4 		$319K Buy
5,880
+80
+1% +$4.35K 0.01% 464
2015
Q3 		$312K Hold
5,800
– – 0.01% 504
2015
Q2 		$283K Sell
5,800
-1,237
-18% -$63.9K 0.01% 543
2015
Q1 		$379K Buy
7,037
+1,637
+30% +$90.2K 0.01% 468
2014
Q4 		$306K Sell
5,400
-1,810
-25% -$94.5K 0.01% 508
2014
Q3 		$327K Sell
7,210
-8,660
-55% -$416K 0.01% 491
2014
Q2 		$828K Buy
15,870
+5,098
+47% +$245K 0.03% 296
2014
Q1 		$511K Sell
10,772
-15,643
-59% -$706K 0.02% 389
2013
Q4 		$1.14M Buy
26,415
+2,187
+9% +$97.6K 0.05% 223
2013
Q3 		$1.09M Buy
24,228
+3,787
+19% +$158K 0.05% 225
2013
Q2 		$816K Buy
+20,441
New +$841K 0.04% 246

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

Zacks Investment Management's NWE Position: Q2 2026 in Review

Zacks Investment Management reduced its NorthWestern Energy (NWE) stake by 33% in Q2 2026, selling an estimated $192K and leaving 5,394 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Zacks Investment Management first reported a position in NWE in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.14M in Q4 2013. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Zacks Investment Management held 5,394 shares of NorthWestern Energy worth $386K as of Q2 2026.
  • Zacks Investment Management sold 2,707 NorthWestern Energy shares in Q2 2026, an estimated $192K.
  • NorthWestern Energy made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #549 holding.
  • Zacks Investment Management first reported a position in NorthWestern Energy in Q2 2013 and has held it in 23 quarters since.
  • Zacks Investment Management's NorthWestern Energy position peaked at $1.14M in Q4 2013.
  • 375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.