Physician Wealth Advisors, Inc.
Position in NWE — NorthWestern Energy Group, Inc.
CIK 1795173
MIDVALE, UT
Position in NWE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$309,756
-$8,404 QoQ
Shares Held
4,325
-10.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#250
of 374 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NWE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $1,950,998 across 34 Utilities - Regulated Electric names. NWE ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
3,470 | $392,248 | |
| 2 | NWE |
NorthWestern Energy Group, Inc.
This page
|
4,325 | $309,756 | |
| 3 | D |
Dominion Energy, Inc
|
3,804 | $259,775 | |
| 4 | DUK |
Duke Energy CORP
|
1,995 | $252,527 | |
| 5 | ED |
Consolidated Edison Inc
|
1,350 | $149,350 | |
| 6 | SO |
Southern Co
|
982 | $93,987 | |
| 7 | NEE |
Nextera Energy Inc
|
719 | $63,106 | |
| 8 | CMS |
Cms Energy Corp
|
574 | $43,911 |
All Filings in NWE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,756 | 4,325 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $318,160 | 4,825 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $311,405 | 4,825 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $282,793 | 4,825 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $245,162 | 4,779 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $276,560 | 4,779 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $255,485 | 4,779 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $273,454 | 4,779 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $239,332 | 4,779 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $243,394 | 4,779 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $243,406 | 4,783 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $229,870 | 4,783 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $271,483 | 4,783 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $275,240 | 4,757 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $282,280 | 4,757 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $234,424 | 4,757 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $280,330 | 4,757 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $332,695 | 5,500 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $314,380 | 5,500 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $315,150 | 5,500 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $331,210 | 5,500 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $358,600 | 5,500 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $320,705 | 5,500 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $267,520 | 5,500 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $299,860 | 5,500 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||