Position in NWE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,748,506
+$119,539 QoQ
Shares Held
80,264
-6.0% QoQ
Ownership
0.130%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#80
of 375 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 15%
Shared 11%
None 73%
Common Shares in NWE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $640,631,619 across 36 Utilities - Regulated Electric names. NWE ranks #23 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,493,361 | $131,072,294 | |
| 2 | EIX |
Edison International
|
809,682 | $60,280,823 | |
| 3 | DUK |
Duke Energy CORP
|
433,711 | $54,899,137 | |
| 4 | PCG |
PG&E Corp
|
3,082,638 | $51,849,970 | |
| 5 | ES |
Eversource Energy
|
537,372 | $38,835,873 | |
| 6 | DTE |
Dte Energy Co
|
218,079 | $33,228,695 | |
| 7 | ED |
Consolidated Edison Inc
|
272,991 | $30,200,993 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
325,174 | $26,391,118 |
All Filings in NWE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,748,506 | 80,264 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,628,967 | 85,365 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,704,531 | 57,399 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,113,828 | 36,066 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $564,556 | 11,005 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $641,373 | 11,083 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $557,855 | 10,435 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $438,991 | 7,672 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $277,793 | 5,547 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $220,272 | 4,325 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $261,237 | 4,515 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $252,610 | 4,257 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||