Position in NWE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$667,928
+$52,972 QoQ
Shares Held
9,326
0.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#200
of 374 holders
Holding Since
Mar 2020
20 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, 2026BAILARD, INC. holds $22,763,438 across 13 Utilities - Regulated Electric names. NWE ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
67,929 | $5,962,128 | |
| 2 | SO |
Southern Co
|
46,852 | $4,484,204 | |
| 3 | EVRG |
Evergy, Inc.
|
45,046 | $3,893,325 | |
| 4 | XEL |
Xcel Energy Inc
|
25,128 | $2,017,778 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
19,820 | $1,608,591 | |
| 6 | EXC |
Exelon Corp
|
29,979 | $1,397,620 | |
| 7 | NGG |
National Grid PLC
|
13,927 | $1,154,130 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
This page
|
9,326 | $667,928 |
All Filings in NWE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,928 | 9,326 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $614,956 | 9,326 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $684,124 | 10,600 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $591,961 | 10,100 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $451,440 | 8,800 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $509,256 | 8,800 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $438,372 | 8,200 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $469,204 | 8,200 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $410,656 | 8,200 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $417,626 | 8,200 | Shares | Sole | 2024-05-08 | |
| 2022-12-31 | $201,756 | 3,400 | Shares | Sole | 2023-02-02 | |
| 2022-06-30 | $265,185 | 4,500 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $272,205 | 4,500 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $257,220 | 4,500 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $257,850 | 4,500 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $270,990 | 4,500 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $302,397 | 4,638 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $252,948 | 4,338 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $204,288 | 4,200 | Shares | Sole | 2020-11-10 | |
| 2020-03-31 | $430,776 | 7,200 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||