Position in NWE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$427,571
+$37,470 QoQ
Shares Held
5,970
+0.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#231
of 374 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, 2026Crewe Advisors LLC holds $3,321,377 across 23 Utilities - Regulated Electric names. NWE ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
5,391 | $682,392 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
4,494 | $524,764 | |
| 3 | NWE |
NorthWestern Energy Group, Inc.
This page
|
5,970 | $427,571 | |
| 4 | NEE |
Nextera Energy Inc
|
3,830 | $336,159 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
2,618 | $280,126 | |
| 6 | PPL |
PPL Corp
|
7,270 | $264,264 | |
| 7 | ETR |
Entergy Corp /De/
|
1,456 | $167,236 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,172 | $160,341 |
All Filings in NWE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,571 | 5,970 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $390,101 | 5,916 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $377,881 | 5,855 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $339,703 | 5,796 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $294,000 | 5,731 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $327,428 | 5,658 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $299,001 | 5,593 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $252,340 | 4,410 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $218,348 | 4,360 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $216,452 | 4,250 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $213,585 | 4,197 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $199,016 | 4,141 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $232,432 | 4,095 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $234,333 | 4,050 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $237,775 | 4,007 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $195,099 | 3,959 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $230,828 | 3,917 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $234,519 | 3,877 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $219,208 | 3,835 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $217,396 | 3,794 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $228,474 | 3,794 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $247,368 | 3,794 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $221,228 | 3,794 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $184,540 | 3,794 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $206,848 | 3,794 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $206,054 | 3,444 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||