Accurate Wealth Management, LLC

Position in NWE — NorthWestern Energy Group, Inc.

CIK 1877728 WESLEY CHAPEL, FL

Position in NWE

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$595,735

+$56,478 QoQ

Shares Held

8,318

+1.7% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#206

of 374 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $12,671,535 across 16 Utilities - Regulated Electric names. NWE ranks #8 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	23,699	$2,268,231
2	AEP	American Electric Power Co Inc	14,857	$2,032,586
3	XEL	Xcel Energy Inc	15,975	$1,282,792
4	ES	Eversource Energy	14,737	$1,065,042
5	NEE	Nextera Energy Inc	9,786	$858,917
6	PEG	Public Service Enterprise Group Inc	9,086	$737,419
7	DUK	Duke Energy CORP	5,772	$730,619
8	NWE	NorthWestern Energy Group, Inc. This page	8,318	$595,735

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$595,735	8,318	+1.7%	Shares	Sole	2026-07-15
2026-03-31	$539,257	8,178	+81.7%	Shares	Sole	2026-04-23
2025-12-31	$290,559	4,502	+25.1%	Shares	Sole	2026-01-14
2025-09-30	$210,996	3,600	-7.1%	Shares	Sole	2025-10-20
2025-03-31	$224,246	3,875	-3.4%	Shares	Sole	2025-04-15
2024-12-31	$214,534	4,013	+2.4%	Shares	Sole	2025-01-14
2024-06-30	$196,263	3,919	-4.6%	Shares	Sole	2024-07-17
2024-03-31	$209,322	4,110	-3.2%	Shares	Sole	2024-04-23
2023-12-31	$215,977	4,244	-18.8%	Shares	Sole	2024-01-12
2023-09-30	$251,113	5,225	+13.8%	Shares	Sole	2023-10-23
2023-06-30	$260,698	4,593	+83.9%	Shares	Sole	2023-07-24
2022-12-31	$148,231	2,498	—	Shares	Sole	2023-01-11
No filing history on record for this holder in this stock.