Jeff Yass’s NorthWestern Energy NWE Stock Holding History

Jeff Yass’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
2025 Q2	–	Sell	-5,700	Closed	-$330K	–	13404
2025 Q1	$330K	Buy	5,700 +500	+10%	+$27.2K	﹤0.01%	9864
2024 Q4	$278K	Buy	+5,200	New	+$283K	﹤0.01%	10000
2023 Q1	–	Sell	-5,200	Closed	-$309K	–	13197
2022 Q4	$309K	Sell	5,200 -7,300	-58%	-$398K	﹤0.01%	9031
2022 Q3	$616K	Buy	12,500 +7,500	+150%	+$412K	﹤0.01%	7918
2022 Q2	$295K	Sell	5,000 -500	-9%	-$29.8K	﹤0.01%	9603
2022 Q1	$333K	Sell	5,500 -9,000	-62%	-$527K	﹤0.01%	10017
2021 Q4	$829K	Buy	14,500 +700	+5%	+$39.8K	﹤0.01%	7792
2021 Q3	$791K	Buy	13,800 +1,300	+10%	+$80.7K	﹤0.01%	8167
2021 Q2	$753K	Buy	12,500 +2,400	+24%	+$156K	﹤0.01%	8552
2021 Q1	$659K	Buy	10,100 +2,900	+40%	+$172K	﹤0.01%	8826
2020 Q4	$420K	Sell	7,200 -2,400	-25%	-$133K	﹤0.01%	8642
2020 Q3	$467K	Buy	+9,600	New	+$510K	﹤0.01%	7832

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

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Jeff Yass's NWE Position: Q2 2026 in Review

Jeff Yass reduced its NorthWestern Energy (NWE) stake by 52% in Q2 2026, selling an estimated $1.97M and leaving 25,817 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #6671.

Jeff Yass first reported a position in NWE in Q2 2013 and has held it in 44 quarters since. The position peaked at $6.37M in Q1 2025. 375 funds tracked by Wall St. Rank hold NWE as of Q2 2026.

Jeff Yass held 25,817 shares of NorthWestern Energy worth $1.85M as of Q2 2026.
Jeff Yass sold 27,836 NorthWestern Energy shares in Q2 2026, an estimated $1.97M.
NorthWestern Energy made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6671 holding.
Jeff Yass first reported a position in NorthWestern Energy in Q2 2013 and has held it in 44 quarters since.
Jeff Yass's NorthWestern Energy position peaked at $6.37M in Q1 2025.
375 funds tracked by Wall St. Rank held NorthWestern Energy as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.