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Jacobi Capital Management’s NorthWestern Energy NWE Stock Holding History

Jacobi Capital Management’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 		$478K Buy
7,256
+7
+0.1% +$474 0.03% 425
2025
Q4 		$468K Buy
7,249
+7
+0.1% +$443 0.03% 424
2025
Q3 		$424K Buy
7,242
+297
+4% +$16.4K 0.03% 427
2025
Q2 		$356K Buy
6,945
+574
+9% +$31.7K 0.02% 460
2025
Q1 		$369K Buy
6,371
+1,414
+29% +$76.9K 0.03% 433
2024
Q4 		$265K Buy
+4,957
New +$269K 0.02% 490

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

Jacobi Capital Management's NWE Position: Q1 2026 in Review

Jacobi Capital Management increased its NorthWestern Energy (NWE) stake by 0.1% in Q1 2026, buying an estimated $474 and bringing the position to 7,256 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #425.

Jacobi Capital Management first reported a position in NWE in Q4 2024 and has held it in 6 quarters since. 370 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

  • Jacobi Capital Management held 7,256 shares of NorthWestern Energy worth $478K as of Q1 2026.
  • Jacobi Capital Management bought 7 NorthWestern Energy shares in Q1 2026, an estimated $474.
  • NorthWestern Energy made up 0.03% of Jacobi Capital Management's portfolio in Q1 2026, its #425 holding.
  • Jacobi Capital Management first reported a position in NorthWestern Energy in Q4 2024 and has held it in 6 quarters since.
  • 370 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.