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Creative Planning NWE Position History
NorthWestern Energy Group, Inc. • Utilities
Quarters held
8
Latest value
$3.2M
Q3 2026
Peak value
$3.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q3 2025 | $52K |
| Q4 2025 | $2.2M |
| Q1 2026 | $2.6M |
| Q2 2026 | $69K |
| Q2 2026 | $2.8M |
| Q3 2026 | $66K |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 46.6K | — | — |
| Q3 2026 | $66K | 959 | — | — |
| Q2 2026 | $2.8M | 38.5K | — | — |
| Q2 2026 | $69K | 959 | — | — |
| Q1 2026 | $2.6M | 39.0K | — | — |
| Q4 2025 | $2.2M | 34.6K | — | — |
| Q3 2025 | $52K | 890 | — | — |
| Q3 2025 | $1.3M | 22.6K | — | — |
Other funds holding NWE
$397.7M
$384.4M
$363.9M
$349.7M
$328.7M
$328.3M
$319.5M
$174.1M