Position in NWE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,997,798
+$317,008 QoQ
Shares Held
41,857
+3.0% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
#112
of 375 holders
Holding Since
Mar 2025
6 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, 2026Lesa Sroufe & Co holds $5,707,938 across 2 Utilities - Regulated Electric names. NWE ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWE |
NorthWestern Energy Group, Inc.
This page
|
41,857 | $2,997,798 | |
| 2 | HE |
Hawaiian Electric Industries Inc
|
200,306 | $2,710,140 |
All Filings in NWE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,997,798 | 41,857 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,680,790 | 40,655 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,594,120 | 40,194 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,328,633 | 39,731 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,034,352 | 39,656 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,163,932 | 37,393 | Shares | Sole | 2025-04-18 | |
| No filing history on record for this holder in this stock. | ||||||