This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NWE/capital-change-brief"
Use Arkolith's capital_change_brief for NWE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $546.1M | 8.3M | ▼−3.9% Reduced · −332K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $230.1M | 3.5M | ▲New +3.5M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $183.5M | 2.8M | ▲New +2.8M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $154.0M | 2.3M | ▼−11% Reduced · −303K sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $111.8M | 1.7M | ▲+4.0% Added · +66K sh | Q1 2026 | |
| 6 | FRANKLIN RESOURCES INC | $107.0M | 1.6M | ▲+13% Added · +185K sh | Q1 2026 | |
| 7 | AMERICAN CENTURY COMPANIES INC | $102.7M | 1.6M | ▼−24% Reduced · −482K sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $89.1M | 1.4M | ▲+106% Added · +694K sh | Q1 2026 | |
| 9 | MILLENNIUM MANAGEMENT LLC | $86.7M | 1.3M | ▲+43% Added · +394K sh | Q1 2026 | |
| 10 | Neuberger Berman Group LLC | $84.0M | 1.3M | ▲+1.1% Added · +15K sh | Q1 2026 | |
| 11 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $74.6M | 1.1M | ▼−2.4% Reduced · −28K sh | Q1 2026 | |
| 12 | AQR Arbitrage LLC | $71.3M | 1.1M | ▲+78% Added · +475K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $67.5M | 1.0M | ▲+0.6% Added · +6K sh | Q1 2026 | |
| 14 | River Road Asset Management, LLC | $66.3M | 1.0M | ▼−20% Reduced · −258K sh | Q1 2026 | |
| 15 | UBS Group AG | $65.6M | 995K | ▲+41% Added · +287K sh | Q1 2026 | |
| 16 | BALYASNY ASSET MANAGEMENT L.P. | $60.0M | 911K | ▼−9.5% Reduced · −95K sh | Q1 2026 | |
| 17 | ALLIANCEBERNSTEIN L.P. | $52.7M | 816K | ▲+5.2% Added · +40K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $53.5M | 812K | ▲+0.6% Added · +5K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $53.4M | 810K | ▲+5.9% Added · +45K sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $53.0M | 803K | ▲+4.8% Added · +37K sh | Q1 2026 | |
| 21 | Qube Research & Technologies Ltd | $52.4M | 794K | ▲+104% Added · +406K sh | Q1 2026 | |
| 22 | NORGES BANK | $50.3M | 779K | ▲+1.4% Added · +10K sh | Q4 2025 | |
| 23 | MORGAN STANLEY | $51.0M | 773K | ▼−8.6% Reduced · −73K sh | Q1 2026 | |
| 24 | FMR LLC | $50.7M | 769K | ▼−32% Reduced · −356K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $49.8M | 755K | ▼−2.6% Reduced · −20K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 9, 2026 | Goodin David L | Director | Grant (A) | 524 | $38K |
| Jul 9, 2026 | Edwards Sherina M. | Director | Grant (A) | 524 | $38K |
| Jul 9, 2026 | Larson Kent T | Director | Grant (A) | 524 | $38K |
| Jul 9, 2026 | Sullivan Linda G | Director | Grant (A) | 768 | $55K |
| Jul 9, 2026 | Ide Britt E | Director | Grant (A) | 524 | $38K |
| Jul 9, 2026 | YAZDI MAHVASH | Director | Grant (A) | 524 | $38K |
| May 11, 2026 | HORSFALL JAN ROBERT | Director | Grant (A) | 569 | $38K |
| May 11, 2026 | Yingling Jeffrey W. | Director | Grant (A) | 569 | $38K |
| Apr 7, 2026 | Edwards Sherina M. | Director | Grant (A) | 569 | $38K |
| Apr 7, 2026 | Larson Kent T | Director | Grant (A) | 569 | $38K |
| Apr 7, 2026 | Goodin David L | Director | Grant (A) | 569 | $38K |
| Apr 7, 2026 | Ide Britt E | Director | Grant (A) | 569 | $38K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 126 funds | $52.4B |
| ALPHABET INC-CL AGOOGL | 124 funds | $34.1B |
| AMAZON.COM INCAMZN | 123 funds | $37.8B |
| META PLATFORMS INC-CLASS AMETA | 123 funds | $23.3B |
| APPLIED MATERIALS INCAMAT | 123 funds | $6.3B |
| NVIDIA CORPNVDA | 122 funds | $68.2B |
| APPLE INCAAPL | 122 funds | $57.7B |
| LAM RESEARCH CORPLRCX | 122 funds | $6.7B |
| ELI LILLY & COLLY | 121 funds | $12.4B |
| UNITEDHEALTH GROUP INCUNH | 121 funds | $6.8B |
| SALESFORCE INCCRM | 121 funds | $5.1B |
| ALPHABET INC-CL CGOOG | 120 funds | $21.7B |
Ranked by how many of NWE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NWE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.