Zimmer Partners’s NorthWestern Energy NWE Stock Holding History

Zimmer Partners’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
2025 Q1	–	Sell	-81,000	Closed	-$4.33M	–	198
2024 Q4	$4.33M	Buy	+81,000	New	+$4.4M	0.07%	111
2022 Q4	–	Sell	-112,500	Closed	-$5.54M	–	98
2022 Q3	$5.54M	Buy	+112,500	New	+$6.18M	0.12%	65
2013 Q4	–	Sell	-100,000	Closed	-$4.49M	–	43
2013 Q3	$4.49M	Buy	100,000 +40,000	+67%	+$1.67M	0.87%	28
2013 Q2	$2.39M	Buy	+60,000	New	+$2.47M	0.46%	33

Other funds holding NWE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Zimmer Partners's NWE Position: Q1 2025 in Review

Zimmer Partners sold out of NorthWestern Energy (NWE) in Q1 2025, closing a stake of 81,000 shares — an estimated $4.33M sold.

Zimmer Partners first reported a position in NWE in Q2 2013 and held it in 4 quarters. The position peaked at $5.54M in Q3 2022. 344 funds tracked by Wall St. Rank hold NWE as of Q1 2025.

Zimmer Partners reported no remaining NorthWestern Energy position as of Q1 2025 after selling out during the quarter.
Zimmer Partners sold 81,000 NorthWestern Energy shares in Q1 2025, an estimated $4.33M.
Zimmer Partners first reported a position in NorthWestern Energy in Q2 2013 and held it in 4 quarters.
Zimmer Partners's NorthWestern Energy position peaked at $5.54M in Q3 2022.
344 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2025.

Based on Zimmer Partners's 13F filing for Q1 2025, filed 15 May 2025.