Phillips Wealth Planners LLC
Position in NWE — NorthWestern Energy Group, Inc.
CIK 1962628
STARKVILLE, MS
Position in NWE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$283,042
+$19,744 QoQ
Shares Held
3,952
-1.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#255
of 374 holders
Holding Since
Sep 2025
4 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, 2026Phillips Wealth Planners LLC holds $4,436,869 across 10 Utilities - Regulated Electric names. NWE ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
10,219 | $1,293,521 | |
| 2 | NEE |
Nextera Energy Inc
|
7,111 | $624,132 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
5,100 | $595,527 | |
| 4 | CMS |
Cms Energy Corp
|
4,636 | $354,654 | |
| 5 | IDA |
Idacorp Inc
|
2,343 | $354,495 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
This page
|
3,952 | $283,042 | |
| 7 | FE |
Firstenergy Corp
|
5,832 | $277,253 | |
| 8 | CNP |
Centerpoint Energy Inc
|
5,193 | $228,699 |
All Filings in NWE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,042 | 3,952 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $263,298 | 3,993 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $255,836 | 3,964 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $261,400 | 4,460 | Shares | Defined | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||