Current position

Ray Dalio’s Northwestern Energy Group In (NWE) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Bridgewater Associates, LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ4 2024Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares264.14KHighest verified quarter-end share count
Quarters reported7Verified quarters with shares above zero
What happened?

Bridgewater Associates, LP first reported Northwestern Energy Group In in Q4 2024. The reported position was increased and reduced across later filings. Bridgewater Associates, LP currently reports 49.92K shares. The latest verified filing showed: Bought 12.2% more.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Bought 12.2% more+5.44K shares · 49.92K shares reported after the change
Filing context

Quarter-end price $71.62 · Estimated holding basis $55.03

Q1 2026
Sold 64.1% of the position−79.30K shares · 44.48K shares remained
Filing context

Quarter-end price $65.94 · Estimated holding basis $53.00

Q4 2025
Sold 53.1% of the position−140.36K shares · 123.78K shares remained
Filing context

Quarter-end price $64.54 · Estimated holding basis $53.00

Q3 2025
Bought 4.5% more+11.39K shares · 264.14K shares reported after the change
Filing context

Quarter-end price $58.61 · Estimated holding basis $53.00

Q2 2025
Bought 163.6% more+156.87K shares · 252.75K shares reported after the change
Filing context

Quarter-end price $51.30 · Estimated holding basis $52.75

Q1 2025
Bought 60.2% more+36.05K shares · 95.89K shares reported after the change
Filing context

Quarter-end price $57.87 · Estimated holding basis $55.12

Portfolio importance

How important is Northwestern Energy Group In in Bridgewater Associates, LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.0%Q2 2026
Current rank#552of 997 reported positions
Peak portfolio weight0.1%Q3 2025
Best historical rank#226Q2 2025
At peak importanceQ3 2025
NWE
0.1%
Largest holding
10.6%
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$68.522026-09-16

Market context only; not an investor transaction price.

Latest filing quarter-end price$71.62Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$55.03Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Bridgewater Associates, LP’s Form 13F disclosures, not Ray Dalio’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.