Jain Global’s NorthWestern Energy NWE Stock Holding History

Jain Global’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	–	Sell	-5,746	Closed	-$371K	–	1520
2025 Q4	$371K	Buy	+5,746	New	+$364K	﹤0.01%	907
2025 Q2	–	Sell	-3,800	Closed	-$220K	–	1498
2025 Q1	$220K	Buy	+3,800	New	+$207K	﹤0.01%	813

Other funds holding NWE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Jain Global's NWE Position: Q1 2026 in Review

Jain Global sold out of NorthWestern Energy (NWE) in Q1 2026, closing a stake of 5,746 shares — an estimated $371K sold.

Jain Global first reported a position in NWE in Q1 2025 and held it in 2 quarters. The position peaked at $371K in Q4 2025. 373 funds tracked by Wall St. Rank hold NWE as of Q1 2026.

Jain Global reported no remaining NorthWestern Energy position as of Q1 2026 after selling out during the quarter.
Jain Global sold 5,746 NorthWestern Energy shares in Q1 2026, an estimated $371K.
Jain Global first reported a position in NorthWestern Energy in Q1 2025 and held it in 2 quarters.
Jain Global's NorthWestern Energy position peaked at $371K in Q4 2025.
373 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2026.

Based on Jain Global's 13F filing for Q1 2026, filed 15 May 2026.