HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Position in NWE — NorthWestern Energy Group, Inc.
CIK 2026645
NEW LONDON, NH
Position in NWE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,480,743
+$213,575 QoQ
Shares Held
20,675
+7.6% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#147
of 374 holders
Holding Since
Dec 2024
7 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, 2026HAGER INVESTMENT MANAGEMENT SERVICES, LLC holds $2,748,515 across 10 Utilities - Regulated Electric names. NWE ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWE |
NorthWestern Energy Group, Inc.
This page
|
20,675 | $1,480,743 | |
| 2 | EVRG |
Evergy, Inc.
|
3,060 | $264,475 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
2,170 | $253,390 | |
| 4 | NEE |
Nextera Energy Inc
|
2,560 | $224,691 | |
| 5 | SO |
Southern Co
|
1,897 | $181,561 | |
| 6 | DUK |
Duke Energy CORP
|
1,290 | $163,288 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,123 | $91,142 | |
| 8 | XEL |
Xcel Energy Inc
|
755 | $60,626 |
All Filings in NWE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,480,743 | 20,675 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,267,168 | 19,217 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,001,531 | 15,518 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $793,110 | 13,532 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $602,775 | 11,750 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $536,744 | 9,275 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $324,769 | 6,075 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||