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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Caitlin John's NWE Position: Q1 2026 in Review

Caitlin John reduced its NorthWestern Energy (NWE) stake by 39% in Q1 2026, selling an estimated $110K and leaving 2,567 shares worth $169K. The position accounts for 0.1% of the portfolio, ranked #182.

Caitlin John first reported a position in NWE in Q4 2025 and has held it in 2 quarters since. The position peaked at $271K in Q4 2025. 370 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

  • Caitlin John held 2,567 shares of NorthWestern Energy worth $169K as of Q1 2026.
  • Caitlin John sold 1,630 NorthWestern Energy shares in Q1 2026, an estimated $110K.
  • NorthWestern Energy made up 0.1% of Caitlin John's portfolio in Q1 2026, its #182 holding.
  • Caitlin John first reported a position in NorthWestern Energy in Q4 2025 and has held it in 2 quarters since.
  • Caitlin John's NorthWestern Energy position peaked at $271K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.