ENVESTNET ASSET MANAGEMENT INC
Position in NWE — NorthWestern Energy Group, Inc.
CIK 1407543
Berwyn, PA
Position in NWE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,140,065
+$450,591 QoQ
Shares Held
57,806
+3.3% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 375 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NWE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,219,093,458 across 32 Utilities - Regulated Electric names. NWE ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,210,434 | $457,319,792 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,243,607 | $443,757,873 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
3,734,979 | $436,133,497 | |
| 4 | DUK |
Duke Energy CORP
|
2,559,645 | $323,999,864 | |
| 5 | ETR |
Entergy Corp /De/
|
2,144,058 | $246,266,501 | |
| 6 | SO |
Southern Co
|
2,513,008 | $240,519,995 | |
| 7 | NGG |
National Grid PLC
|
2,099,207 | $173,961,284 | |
| 8 | PPL |
PPL Corp
|
2,981,883 | $108,391,447 |
All Filings in NWE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,140,065 | 57,806 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,689,474 | 55,952 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,988,202 | 46,300 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,302,380 | 56,345 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,840,891 | 55,378 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,168,729 | 54,756 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,115,953 | 133,108 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,293,146 | 127,458 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,306,123 | 125,921 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,767,833 | 132,885 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,243,134 | 122,679 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,583,145 | 95,363 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,841,852 | 102,922 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,093,936 | 88,039 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,469,844 | 75,326 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,959,608 | 60,057 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,108,852 | 52,755 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,593,932 | 42,882 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,931,150 | 33,785 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,982,580 | 34,600 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,328,152 | 22,055 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,339,860 | 20,550 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,249,175 | 21,423 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,165,025 | 23,952 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,228,553 | 22,534 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,348,269 | 22,535 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||