Jacobi Capital Management’s NorthWestern Energy NWE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$356K Buy
6,945
+574
+9% +$29.4K 0.02% 460
2025
Q1
$369K Buy
6,371
+1,414
+29% +$81.8K 0.03% 433
2024
Q4
$265K Buy
+4,957
New +$265K 0.02% 490