CANANDAIGUA NATIONAL CORP

Position in NWE — NorthWestern Energy Group, Inc.

CIK 759458 CANANDAIGUA, NY

Position in NWE

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$225,712

+$18,913 QoQ

Shares Held

3,423

-1.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

11 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Utilities · as of Mar 31, 2026

CANANDAIGUA NATIONAL CORP holds $16,486,500 across 8 Utilities - Regulated Electric names. NWE ranks #8 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	78,709	$7,310,491
2	SO	Southern Co	38,786	$3,743,624
3	DUK	Duke Energy CORP	17,710	$2,318,947
4	D	Dominion Energy, Inc	21,828	$1,349,406
5	ETR	Entergy Corp /De/	7,579	$851,576
6	EXC	Exelon Corp	7,076	$346,865
7	ED	Consolidated Edison Inc	3,003	$339,879
8	NWE	NorthWestern Energy Group, Inc. This page	3,423	$225,712

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$225,712	3,423	-1.8%	Shares	Sole	2026-04-08
2022-12-31	$206,799	3,485	-4.8%	Shares	Sole	2023-01-25
2022-06-30	$215,801	3,662	-4.5%	Shares	Sole	2022-07-05
2022-03-31	$231,979	3,835	-1.7%	Shares	Sole	2022-05-09
2021-12-31	$222,924	3,900	-9.4%	Shares	Sole	2022-01-04
2021-09-30	$246,619	4,304	-1.1%	Shares	Sole	2021-10-04
2021-06-30	$262,017	4,351	-6.7%	Shares	Sole	2021-07-06
2021-03-31	$304,158	4,665	-2.4%	Shares	Sole	2021-04-05
2020-12-31	$278,838	4,782	+9.3%	Shares	Sole	2021-02-11
2020-09-30	$212,848	4,376	-3.2%	Shares	Sole	2020-10-19
2020-06-30	$246,375	4,519	—	Shares	Sole	2020-07-07
No filing history on record for this holder in this stock.