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Caitlin John’s NorthWestern Energy NWE Stock Holding History

Caitlin John’s Portfolio NWE Stock Details NWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.5K Sell
21
-2,546
-99% -$180K ﹤0.01% 818
2026
Q1 		$169K Sell
2,567
-1,630
-39% -$110K 0.1% 182
2025
Q4 		$271K Buy
+4,197
New +$266K 0.18% 145

Other funds holding NWE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Caitlin John's NWE Position: Q2 2026 in Review

Caitlin John reduced its NorthWestern Energy (NWE) stake by 99% in Q2 2026, selling an estimated $180K and leaving 21 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Caitlin John first reported a position in NWE in Q4 2025 and has held it in 3 quarters since. The position peaked at $271K in Q4 2025. 376 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

  • Caitlin John held 21 shares of NorthWestern Energy worth $1.5K as of Q2 2026.
  • Caitlin John sold 2,546 NorthWestern Energy shares in Q2 2026, an estimated $180K.
  • NorthWestern Energy made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #818 holding.
  • Caitlin John first reported a position in NorthWestern Energy in Q4 2025 and has held it in 3 quarters since.
  • Caitlin John's NorthWestern Energy position peaked at $271K in Q4 2025.
  • 376 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.