Caldwell Trust Co
- SEC CIK
- 0002080218
- Latest filing
- Aug 3, 2026
NWE holding history
NorthWestern Energy Group, Inc. in every 13F filed by Caldwell Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
NWE overviewAll 13F holders of NWEFull Q2 2026 holdings
- Shares (Q2 2026)
- 33
- Value
- $2.36K
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 33 | $2.36K | <0.1% | +15+83.3% | Added | Holders |
| Q1 2026 | 18 | $1.19K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 18 | $1.16K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 18 | $1.05K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 18 | $923 | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 18 | $1.04K | <0.1% | −1−5.3% | Reduced | Holders |
| Q4 2024 | 19 | $1.02K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 19 | $1.09K | <0.1% | +19 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −13−100.0% | Sold out | Holders |
| Q1 2022 | 13 | $786 | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 13 | $743 | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 13 | $745 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 13 | $783 | <0.1% | +13 | New | Holders |