VAUGHAN & Co SECURITIES, INC.

Broker-Dealer

Position in NWE — NorthWestern Energy Group, Inc.

CIK 805870 Ridgewood, NJ

Position in NWE

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$640,282

+$21,172 QoQ

Shares Held

8,940

-4.8% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

2.58%

of 13F equity value

Holder Rank

#203

of 374 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

VAUGHAN & Co SECURITIES, INC. holds $2,550,635 across 4 Utilities - Regulated Electric names. NWE ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OGE	Oge Energy Corp.	15,352	$747,028
2	NWE	NorthWestern Energy Group, Inc. This page	8,940	$640,282
3	PPL	PPL Corp	16,080	$584,508
4	CNP	Centerpoint Energy Inc	13,143	$578,817

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$640,282	8,940	-4.8%	Shares	Sole	2026-08-03
2026-03-31	$619,110	9,389	-3.2%	Shares	Sole	2026-04-27
2025-12-31	$625,779	9,696	-5.7%	Shares	Sole	2026-01-28
2025-09-30	$602,803	10,285	-15.7%	Shares	Sole	2025-10-17
2025-06-30	$626,219	12,207	-2.3%	Shares	Sole	2025-07-22
2025-03-31	$722,680	12,488	+0.7%	Shares	Sole	2025-04-29
2024-12-31	$663,224	12,406	-0.4%	Shares	Sole	2025-01-27
2024-09-30	$712,389	12,450	-0.7%	Shares	Sole	2024-10-31
2024-06-30	$628,003	12,540	+7.9%	Shares	Sole	2024-07-30
2024-03-31	$591,704	11,618	-8.2%	Shares	Sole	2024-05-01
2023-12-31	$643,758	12,650	+1.9%	Shares	Sole	2024-01-26
2023-09-30	$596,857	12,419	-0.5%	Shares	Sole	2023-10-19
2023-06-30	$708,137	12,476	0.0%	Shares	Sole	2023-07-20
2023-03-31	$721,861	12,476	-4.3%	Shares	Sole	2023-04-18
2022-12-31	$773,674	13,038	-2.4%	Shares	Sole	2023-02-02
2022-09-30	$657,986	13,352	—	Shares	Sole	2022-10-21
No filing history on record for this holder in this stock.