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HB Wealth Management, LLC → NWE

HB Wealth Management, LLC NWE Position History

NorthWestern Energy Group, Inc. • Utilities

Quarters held
2
Latest value
$254K
Q3 2026
Peak value
$254K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$252K
Q3 2026$254K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$254K3.7K——
Q1 2026$252K3.8K——

Other funds holding NWE

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

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$2.8B
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VANGUARD INDEX FDS

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BX

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$1.4B
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VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

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BX

VANGUARD SPECIALIZED FUNDS

$1.2B